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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
| HI | RA | APPROVED | 2025-07-07 |
Branch Locations
Pearl City, HI • United States
555 South St Ste 106, Honolulu, HI 96813 • United States
98-1247 Kaahumanu St Ste 101, Aiea, HI 96701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Punahou School | Honolulu | HI | 10/2024 | 01/2025 |
| I'oLani School | Honolulu | HI | 09/2024 | 01/2025 |
| Focus Labo, Llc | Honolulu | HI | 09/2021 | Present |
| Columbia University Disability Services | New York | NY | 08/2019 | 12/2019 |
| Union Theological Seminary | New York | NY | 09/2017 | 05/2019 |
| Union Theological Seminary | New York | NY | 09/2016 | 05/2024 |
| Union Theological Seminary | New York | NY | 09/2014 | 09/2016 |
| Finesse & Associates | Aiea | HI | 08/2024 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 03/2025 | 06/2025 |
| Ameriprise Financial Services, Llc | Honolulu | HI | 06/2025 | Present |
Board of Directors; Rotary Club of Pearlridge Board; Board Member; 98-1247 Kaahumanu St. Ste 101, , Aiea, HI, 96701; Investment-Related; 03/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Focus Labo LLC; Employee. Tutor. I tutor students in math, English, standardized test prep, and college applications.; Tutoring. Currently tutoring five students, about 9 hours per week in total, in subjects including math, English, standardized test prep, and college applications.; 1010 S King St Ste 216, , Honolulu, HI, 96814; Not Investment-Related; 09/01/2021; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-18 |
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