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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| HI | RA | APPROVED | 2017-06-23 |
Branch Locations
1003 Bishop Street Suite 1500, Honolulu, HI 96813 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Honolulu | HI | 06/2007 | 06/2017 |
| Raymond James & Associate | Honolulu | HI | 06/2017 | Present |
| Ainahau Associates | Honolulu | HI | 09/2017 | Present |
(1)Name of Business: Ainahau Associates Address: 2857 Oahu Avenue, Honolulu, HI, 96822, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/06/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own the properties and we rent them. (2)Name of Business: Legacy of Life Address: 405 Kuakini St., Suite 810, Honolulu, HI, 96817, United States Activity Type: Non-profit Position/Title: Committee Member Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: setting and reviewing the annual budget and reviewing investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-06 |
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