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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-16 |
| HI | RA | APPROVED | 2017-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu | HI | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Honolulu | HI | 05/2017 | Present |
| First Hawaiian Bank | Honolulu | HI | 11/2007 | Present |
| Bancwest Investment Services | Honolulu | HI | 11/2007 | 05/2017 |
(1)Name of Business: First Hawaiian Advisors DBA Address: 1348 Hunakai Street, Honolulu, HI, 96816, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Wealth Advisor with First Hawaiian Advisors customizing personal financial solutions for a variety of financial needs such as retirement and education planning, insurance and annuities, and succession and estate planning. (2)Name of Business: First Hawaiian Bank Address: 1348 Hunakai Street, Honolulu, HI, 96816, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/09/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To offer and sell fixed life insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-09 |
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