Honolulu, HI
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is an Operations Manager at Stryker Corporation, a medical device company, helping with the integration of a startup. This activity takes about a quarter of his time and is not investment-related.