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RIA / WealthAdvisor44 years in industry

CARL EDWARD CHOY

Advisor at CKW FINANCIAL GROUP, LLC

HONOLULU, HI

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Search this name across graphsid dfx:ria:3442ae1a-0fc3-7dd0-e975-101f1ed66dee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 2, 1992 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CKW FINANCIAL GROUP, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 15, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 15, 1982
First registration: Jan 2, 1992
Dual registered: no
IAPD individual key: 1049918

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CKW FINANCIAL GROUP, LLC	Mixed wealth	May 8, 2018	n/a	yes	HONOLULU, HI	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 10, 2008	Oct 8, 2009	no	HONOLULU, HI	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Oct 23, 2008	no	HONOLULU, HI	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 2, 1992	Apr 2, 2007	no	HONOLULU, HI\|HONOLULU, HI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CKW FINANCIAL GROUP, LLC	Oct 8, 2009	May 8, 2018	3,134	Firm change after gap	Wirehouse to RIA
MORGAN STANLEY & CO. LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2008	Oct 10, 2008	-13	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CKW FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
May 8, 2018 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 10, 2008 to Oct 8, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Oct 23, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 2, 1992 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.