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Account
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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-03-16 |
Branch Locations
615 Piikoi Street, Suite 812, Honolulu, HI 96814 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East West Center | Honolulu | HI | 03/2023 | 11/2023 |
| Interactive Brokers | Hong Kong | 06/2023 | 07/2023 | |
| Canadian International School Of Hong Kong | Hong Kong | 08/2007 | 05/2021 | |
| University Of Hawaii At Manoa | Honolulu | HI | 08/2021 | 05/2025 |
| Island Wake Hong Kong | Hong Kong | 05/2021 | 08/2021 | |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2024 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Honolulu | HI | 08/2025 | 12/2025 |
| Mark Leong | Honolulu | HI | 07/2025 | 12/2025 |
| Creative Planning, Llc | Honolulu | HI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
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