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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
HI RA APPROVED 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-10
  • HI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2024 → 01/2025
    Punahou School
    Honolulu, HI
  • 09/2024 → 01/2025
    I'oLani School
    Honolulu, HI
  • 09/2021 → Present
    Focus Labo, Llc
    Honolulu, HI
  • 08/2019 → 12/2019
    Columbia University Disability Services
    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
    Union Theological Seminary
    New York, NY
  • 08/2024 → 09/2024
    Finesse & Associates
    Aiea, HI
  • 03/2025 → 06/2025
    New York, NY
  • 06/2025 → Present
    Honolulu, HI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-18
  • S66 Uniform Combined State Law Examination
    2025-01-18
Other Names
  • Kelly Tatsuo Maeshiro
  • Kelly Maeshiro

View on SEC IAPD

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