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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-09-26 |
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
850 West Hind Drive #212A, Honolulu, HI 96821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Honolulu | HI | 09/2009 | 11/2016 |
| Scf Securities, Inc. | Fresno | CA | 11/2016 | 09/2024 |
| Scf Investment Advisors, Inc. | Fresno | CA | 11/2016 | 09/2024 |
| United Planners Financial Services | Scottsdale | AZ | 09/2024 | Present |
| Property Owner Of Rental Properies | Honolulu | HI | 10/1997 | Present |
| Bruce Fong | Honolulu | HI | 01/1987 | 12/2024 |
| Bruce K.S. Fong | Honolulu | HI | 06/1986 | Present |
1.) PROPERTY OWNER OF RENTAL PROPERIES - OWNER OF PROPERTIES - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - HONOLULU, HI - SINCE 10/1997 - NOT INVESTMENT RELATED 2.) BRUCE K.S. FONG - INSURANCE AGENT - NON-VARIABLE INSURANCE - HONOLULU, HI - SINCE 06/1986 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-06 |
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