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1332 Teasley Ln Suite 229, Denton, TX 76205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APP_PEND_IARCE | 2026-01-01 |
| AK | RA | APPROVED | 2024-02-20 |
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu | HI | 08/2016 | 02/2017 |
| Td Ameritrade | Honolulu | HI | 05/2017 | 01/2018 |
| Freelance Translation (Self-Employed) | Honolulu | HI | 08/2015 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Honolulu | HI | 05/2018 | 01/2023 |
| Blockweather Holdings | Kailua | HI | 01/2018 | 02/2018 |
| Bank Of America, N.A. | Honolulu | HI | 06/2018 | 01/2023 |
| Kipos Wealth Llc | Denton | TX | 01/2023 | Present |
Name of Outside Business: Insurance agent/broker; Investment Related: Yes; Address of Outside Business: 1332 Teasley Ln, Suite 229, Denton TX 76205; Nature of Outside Business: Insurance; Position: Insurance Agent/Broker; Start Date:1/12/2023; Hours per month: 0-10; Hours per month during securities trading hours: 0-10; Description of Duties: offer insurance products to firm clients and receive customary fees as a result of insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-12 |
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