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Advisor at ISLAND WEALTH MANAGEMENT
HONOLULU, HI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ISLAND WEALTH MANAGEMENT | State registered | May 3, 2021 | n/a | yes | HONOLULU, HI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 5, 2014 | n/a | yes | HONOLULU, HI | Current employment |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Mar 16, 2004 | Sep 19, 2014 | no | HONOLULU, HI|HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | LPL FINANCIAL LLC | Sep 19, 2014 | Sep 5, 2014 | -14 | Firm change | Other |