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Ninole, HI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Extended Travel | Durango | CO | 06/2016 | 09/2016 |
| Whole Foods Market | St Louis | MO | 09/2016 | 11/2016 |
| Acc English School | Hekinan | 01/2017 | 06/2017 | |
| Lake Champlain Maritime Museum | Vergennes | VT | 07/2017 | 10/2017 |
| Middlebury College | Middlebury | VT | 11/2017 | 05/2020 |
| Extended Travel | Middlebury | VT | 06/2020 | 08/2020 |
| For Our Future Fund | Jacksonville | FL | 09/2020 | 11/2020 |
| Duval County Public Schools | Jacksonville | FL | 11/2020 | 04/2023 |
| Charles Schwab & Co., Inc. | St Louis | MO | 04/2023 | 10/2023 |
| Wells Fargo Clearing Services | St. Louis | MO | 12/2023 | 09/2024 |
| Appleone Inc | St. Louis | MO | 10/2023 | 05/2024 |
| Claris Advisors Llc | St Louis | MO | 10/2024 | 01/2026 |
| Holistic Finance Llc | Ninole | HI | 01/2026 | Present |
HOLISTIC FINANCE LLC; INV REL; INSURANCE AGENT; INS SALES AND SERVICES; NINOLE, HI; APPROX 50% OF TIME; START 01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
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