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Johnathan Michael Kam-Kwai Lee

Planmember Securities Corporation

Mililani, HI

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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2020-06-01
  • HI RA
    APPROVED
    Since 2020-06-01

Branch Locations

95-119 Kamehameha Hwy, Suite A, Mililani, HI 96789-3393 • 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
Bank Of Hawaii Honolulu HI 12/2015 Present
Planmember Securities Corporation Carpinteria CA 01/2017 Present
Chinen & Arinaga Financial Group, Inc. Mililani HI 01/2017 Present
  • 12/2015 → Present
    Bank Of Hawaii
    Honolulu, HI
  • 01/2017 → Present
    Carpinteria, CA
  • 01/2017 → Present
    Chinen & Arinaga Financial Group, Inc.
    Mililani, HI
Other Businesses

1) Chinen & Arinaga Financial Group, Inc-95-119 Kamehameha Hwy. Suite A, Mililani, HI 96789-3393; Investment related; Securities & insurance sales & svcs; Representative; Start date 1/17; once licenses are obtained-160 hrs/mnth & during trading (will start selling once licenses have been obtained). 2) Bank of Hawaii-377 Keahole St, Honolulu, HI 96825; Investment related; In-store Banking Specialist; Start date 12/2015; 160 hrs/mnth & during trading (will resign from bank once licenses are obtained). 3)National Benefit Services; PO Box 6980 West Jordan UT 84084; NBS Certified Educator; present financial education presentations; start date 2/12/2019; 4 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-01
S63 Uniform Securities Agent State Law Examination 2017-05-16
  • S65 Uniform Investment Adviser Law Examination
    2020-06-01
  • S63 Uniform Securities Agent State Law Examination
    2017-05-16
Other Names
  • Johnathan M. Lee
  • John Lee

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