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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
3-4301 Kuhio Hwy Suite 204, Lihue, HI 96766 • United States
1188 Bishop Street Ste 2310, 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 |
|---|---|---|---|---|
| Insurance Brokerage | Pearl City | HI | 08/1999 | 07/2025 |
| Next Financial Group, Inc | Houston | TX | 01/2009 | 07/2025 |
| Lpl Financial Llc | Lihue | HI | 07/2025 | Present |
1- 07/2025 - Agape Tax Management - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 240 hours per month/ 60 hours during trading 2- 07/2025 - Eugene and Loriann Saulibio - Real Estate Rental - Landlord - Investment Related - Aeia, HI - Start Date 01/01/2024 - 2 hours per month/ 0 hours during trading 3- 07/2025 - Eugene M Saulibio - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 04/01/1999 - 10 hours per month/ during trading 4- 07/2025 - Agape Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/14/2009 - 160 hours per month/ 60 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-06 |
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