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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-08-17 |
Branch Locations
54 Lauone Place, Wahiawa, HI 96786 • United States
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
3465 Waialae Ave. Ste. 370, Honolulu, HI 96816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Financial Securities, Inc. | Honolulu | HI | 09/2019 | 06/2020 |
| Lee Financial Group Hawaii, Inc. | Honolulu | HI | 09/2019 | 06/2020 |
| Lee Financial Recordkeeping, Inc. | Honolulu | HI | 09/2019 | 06/2020 |
| Locations Llc | Honolulu | HI | 05/2019 | 09/2019 |
| North Dakota State University | Fargo | ND | 09/2018 | 05/2019 |
| Banana Republic Factory | Honolulu | HI | 06/2017 | 06/2017 |
| Elite Parking Service | Honolulu | HI | 06/2017 | 08/2017 |
| Waikiki Beach Services | Honolulu | HI | 06/2017 | 07/2017 |
| North Dakota State University | Fargo | ND | 08/2015 | 05/2019 |
| North Dakota State University | Fargo | ND | 01/2016 | 05/2017 |
| North Dakota State University | Fargo | ND | 04/2018 | 05/2019 |
| Unemployed | Honolulu | HI | 06/2020 | 08/2020 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 09/2020 | 03/2021 |
| First Hawaiian Advisors | Honolulu | HI | 09/2020 | 10/2023 |
| First Hawaiian Bank | Honolulu | HI | 09/2020 | 10/2023 |
| Raymond James Financial Services, Inc. | Honolulu | HI | 03/2020 | 10/2023 |
| Osaic | Honolulu | HI | 11/2023 | 08/2024 |
| The Retirement Planning Group | Leawood | KS | 09/2024 | 07/2026 |
| Cetera Planning Partners | Leawood | KS | 07/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-09 |
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