Calen Reishi Matsuno

Current Employers

Employment History

• 07/1986 → Present
  Self Employed
  Hilo, HI
• 08/2004 → 10/2021
  Allstate Insurance Company
  Hilo, HI
• 09/2015 → Present
  Advantage Group Inc
  Hilo, HI
• 06/2021 → Present
  Pyramid Insurance Centre
  Honolulu, HI
• 10/2021 → 11/2023
  Sagepoint Financial Inc
  Honolulu, HI
• 09/2023 → 11/2023
  Osaic Wealth, Inc.
  Honolulu, HI
• 11/2023 → Present
  Dfpg Investments, Llc
  Sandy, UT
• 11/2023 → Present
  Diversify Advisory Services, Llc
  Sandy, UT

Other Businesses

1) CALEN MATSUNO RENTAL PROPERTY; 688 KINOOLE STREET, SUITE 210 HILO, HI 96720; OWNER; NON INVESTMENT RELATED; TIME DEVOTED-0%DUTIES-COLLECTING RENT ONCE PER MONTH; 2) SILVER KNIGHT, LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2021 ADDRESS: 420 Waiakamilo Road, Suite 411, Honolulu HI 96817, United States DESCRIPTION: Property and Casualty Insurance Agent (PYRAMID) 3) PYRAMID INSURANCE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2021 ADDRESS: 420 Waiakamilo Road, Suite 411, Honolulu HI 96817, United States DESCRIPTION: Property and Casualty Insurance Agent (SILVER KNIGHT) 4) INPAC WEALTH SOLUTIONS POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2021 ADDRESS: 1001 Bishop Street, Suite 2300, Honolulu HI 96813, United States DESCRIPTION: Insurance sales and service (life, long term care, disability insurance)Fixed and variable annuity sales and service 5) DIVERSIFY ADVISORY SERVICES, LLC (RIA); INVESTMENT RELATED; 1001 BISHOP STREET SUITE 2300, HONOLULU, HI 96813; INVESTMENT ADVISORY REP; SINCE 05/01/2013; 20-HRS/MTH; 20 DURING SECURITY HOURS; WORK WITH CLIENTS ON INVESTMENT ADVICE. 6) DOUBLE M COMPANY, LTD: HILO, HI 96720; 01/01/2020; VICE PRESIDENT; EQUIPMENT LEASING COMPANY; ADMINISTRATIVE AND CLERICAL FOR FAMILY OWNED BUSINESS; 1 HOUR; NO COMPENSATION

Exams

• S66 Uniform Combined State Law Examination
  2025-10-16
• S63 Uniform Securities Agent State Law Examination
  1987-04-29

Other Names

• Calen R Matsuno