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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-11-13 |
Branch Locations
999 Bishop Street 2Nd Floor, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu | HI | 02/2024 | Present |
| Punahou School | Honolulu | HI | 06/2017 | 07/2017 |
| Punahou School | Honolulu | HI | 06/2018 | 07/2018 |
| Colorado Mesa Univeristy | Grand Junction | CO | 08/2019 | 06/2020 |
| Robert Hy Leong And Co. | Honolulu | HI | 06/2019 | 08/2019 |
| N&K Cpas Inc. | Honolulu | HI | 06/2020 | 07/2020 |
| Colorado Mesa University | Grand Junction | CO | 08/2020 | 06/2021 |
| N&K Cpas Inc. | Honolulu | HI | 06/2021 | 02/2024 |
| Iolani School | Honolulu | HI | 04/2014 | 06/2017 |
| Colorado Mesa University | Honolulu | HI | 07/2017 | 05/2021 |
| First Hawaiian Bank | Honolulu | HI | 02/2024 | Present |
| First Hawaiian Advisors | Honolulu | HI | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Honolulu | HI | 11/2024 | Present |
(1)Name of Business: First Hawaiian Advisors DBA Address: 705 Kailua Rd, Kailua, HI, 96734, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/19/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Assisting our First Hawaiian Advisors' Advisors with day-to-day tasks. (2)Name of Business: First Hawaiian Bank Address: 999 Bishop St Ste 1850, Honolulu, HI, 96813-4457, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/19/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Faxing out forms to Insurance carriers. Assisting bank employees with day-to-day tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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