Elmer Zenro Nakao

Current Employers

Employment History

• 10/2012 → 05/2017
  Halekulani Corporation
  Honolulu, HI
• 05/2017 → 06/2017
  The Ritz-Carlton Kapalua
  Lahaina, HI
• 07/2017 → Present
  Occidental Underwriters Of Hawaii, Ltd.
  Honolulu, HI
• 07/2017 → Present
  Osaic Wealth, Inc.
  Honolulu, HI

Previous Registrations

• 2012-09-06 → 2012-10-12
  Bancwest Investment Services, Inc.
  Honolulu, HI
  Honolulu, HI
• 2010-09-17 → 2010-11-17
  Citigroup Global Markets Inc.
  New York, NY
  Chiyoda-Ku
  Minato-Ku

Other Businesses

1. NISHIMACHI FOUNDATION POSITION: Board Director NATURE: Section 501(c)(3) Educational Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2012 ADDRESS: 2-14-7 Moto Azabu, Minato-ku, Tokyo, Japan HI 10646, United States DESCRIPTION: Approve budget, fund allocation, promote US dollar contributions. 2. OCCIDENTAL UNDERWRITERS OF HAWAII POSITION: Supervisory Principal NATURE: C-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/27/2017 ADDRESS: 1163 S. Beretania St., Honolulu HI 96814, United States DESCRIPTION: Supervision of Financial Professionals of Osaic Wealth Beretania St Honolulu Office of Supervisory Jurisdiction 3. H&R BLOCK POSITION: Master Tax Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1415 Kapiolani Blvd, Honolulu HI 96814, United States DESCRIPTION: Preparation of US Federal and state income tax returns 4. NAKAO RENTAL ACTIVITIES POSITION: Owner/Manager NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 1177 Queen St, Apt 2809, Honolulu HI 96814, United States DESCRIPTION: Collect rent for excess storage and parking space located at personal residence, find new renters. 5. PIIKOI INVESTMENT CORPORATION POSITION: Vice President and Director NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 1163 S. Beretania St, Honolulu HI 96814, United States DESCRIPTION: Attend board meetings once a year. Piikoi is the investment arm of G Linkhan, holding company of Occidental Underwriters of Hawaii, which employs me as OSJ supervisor for Osaic FPs. 6.ELMER NAKAO INSURANCE SALES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1163 S Beretania St, Honolulu HI 96814, United States DESCRIPTION: Sell life insurance and other fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2017-08-07
• S63 Uniform Securities Agent State Law Examination
  1985-12-18

Designations