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Kailua, HI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Akamai Wealth Management, Llc | Honolulu | HI | 12/2021 | Present |
| Akamai Wealth Management, Llc | Honolulu | HI | 07/2022 | Present |
| Daniel Turner Sole Proprietor | Honolulu | HI | 07/2022 | 01/2023 |
| Geneva Financial, Llc | Chandler | AZ | 04/2019 | Present |
| Bank Of England | South Jordan | UT | 01/2019 | 04/2019 |
| Vip Mortgage | Scottsdale | AZ | 05/2018 | 12/2019 |
| Pacific Isle Lending, Llc | Kamuela | HI | 10/2015 | 05/2018 |
| Akamai Equity Concepts Llc | Honolulu | HI | 02/2023 | Present |
| Daniel Turner Sole Proprietor Dba Akamai Business Benefits | Honolulu | HI | 07/2022 | Present |
| Akamai Retirement Concepts, Llc | Honolulu | HI | 02/2023 | Present |
| Daniel Tunrer Sole Proprietor Dba Akamai Retirement Consultants | Honolulu | HI | 07/2022 | 02/2023 |
GENEVA FINANCIAL, LLC; 04/2019; NON-INVESTMENT RELATED; MORTGAGE LOAN ORIGINATOR; MORTGAGE LENDING ACTIVITIES; 25HRS/WEEK INCLUDING DURING TRADING HOURS. AKAMAI RETIREMENT CONCEPTS LLC; 01/2023; INVESTMENT RELATED; INSURANCE AGENT; INSURANCE PRODUCT SALES; 45HRS/MONTH INCLUDING DURING TRADING HOURS. DANIEL TURNER SOLE PROPRIETOR DBA AKAMAI BUSINESS BENEFITS; 07/2022; INVESTMENT RELATED; EMPLOYEE BENEFITS AND PAYROLL CONSULTANT; CONSULTING ON EMPLOYEE BENEFITS AND PAYROLL;20HRS/MONTH INCLUDING DURING TRADING HOURS. AKAMAI EQUITY CONCEPTS LLC; 02/2023; NON-INVESTMENT RELATED; MORTGAGE LOAN ORIGINATOR; MORTGAGE LENDING ACTIVITIES; 20HRS/MONTH INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-20 |
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