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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| HI | RA | APPROVED | 2025-12-05 |
Branch Locations
1300 N. Holopono St Suite 216, Kihei, HI 96753 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | San Marcos | TX | 01/2024 | 03/2025 |
| Texas State University | San Marcos | TX | 08/2021 | 04/2025 |
| Seabury Hall | Olinda | HI | 04/2015 | 08/2019 |
| Lake Travis High School | Austin | TX | 08/2019 | 08/2021 |
| Hightower Advisors, Llc | Kihei | HI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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