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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-11-01 |
Branch Locations
934 Pumehana Street Suite 202B, Honolulu, HI 96826 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univserity Of Puget Sound | Tacoma | WA | 08/2013 | 08/2017 |
| Oakley | Honolulu | HI | 06/2017 | 01/2018 |
| Investor Group Hi | Honolulu | HI | 08/2017 | Present |
| Lpl Financial, Llc | Honolulu | HI | 07/2017 | 12/2018 |
| Independent Financial Partners | Honolulu | HI | 04/2018 | 12/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2018 | 12/2024 |
| Triad Advisors | Norcross | GA | 01/2019 | 08/2024 |
| Osaic Wealth, Inc. | Honolulu | HI | 08/2024 | 02/2025 |
| Lpl Financial | Honolulu | HI | 02/2025 | Present |
1 - 02/2025 - Insurance Sales - Non-Variable Insurance - Inv Related - 50 Hours/Month - 3 Hours During Trading - HI 96826 - OBA Start Date: 01/01/2025. 2 - 02/2025 - Retirement DNA - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hours/Month - 5 Hours During Trading - At reported business location(s). 3 - 02/2025 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 90 Hours/Month - 3 Hours During Trading - At reported business location(s). 4 - 02/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 90 Hours/Month - 3 Hours During Trading - At reported business location(s). 5 - 02/2025 - Investors Group HI - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hours/Month - 5 Hours During Trading - At reported business location(s). 6- 02/19/2025- Integrated Wealth Concepts, LLC- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 150 Hours Per Month- 5 Hours During Trading- I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7- 02/19/2025- Integrated Financial Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 50 Hours Per Month- 3 Hours During Trading 8- 02/19/2025- Investors Group HI- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/01/2017- 150 Hours Per Month- 5 Hours During Trading 9- 02/19/2025- Retirement DNA- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date01/01/2019- 140 Hours Per Month- 4 Hours During Trading 10- 02/19/2025-Integrated Partners- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/01/2017- 150 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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