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Investment Adviser Representative Summary

CRISTOPHER JON BORDEN (CRD# 4781274)
Alternate Names: CHRISTOPHER JON BORDEN

The report summary provides an overview of the Investment Adviser Representative's professional background and conduct. The information contained in this report has been provided by the Investment Adviser Representative, investment adviser and/or securities firms, and/or securities regulators as part of the states' investment adviser registration and licensing process. The information contained in this report was last updated by the Investment Adviser Representative, a previous employing firm, or a securities regulator on 03/14/2017.

CURRENT EMPLOYERS

KOBO WEALTH CONSERVANCY
IARD# 143654
119 MERCHANT STREET, SUITE 610
HONOLULU, HI  96813
Registered with this firm since: 02/24/2011

DANIEL INVESTMENT ASSOCIATES, LLC
IARD# 157284
119 MERCHANT STREET
SUITE 610
HONOLULU, HI  96813
Registered with this firm since: 08/17/2015

SFG RETIREMENT PLAN CONSULTING, LLC
IARD# 170233
225 S. LAKE AVE.
SUITE 600
PASADENA, CA  91101
Registered with this firm since: 04/04/2016

KOBO RETIREMENT STRATEGIES
IARD# 283743
119 MERCHANT STREET
SUITE 610
HONOLULU, HI  96813
Registered with this firm since: 03/14/2017


QUALIFICATIONS


This Investment Adviser Representative is currently registered in 3 jurisdiction(s).

Is this Investment Adviser Representative currently suspended with any jurisdiction? No

Note: Not all jurisdictions require IAR registration or may have an exemption from registration.
Additional information including this individual's qualification examinations and professional designations is available in the Detailed Report.

REGISTRATION HISTORY


This Investment Adviser Representative was previously registered with the following Investment Adviser firms:

FIRM (IARD#) - LOCATION REGISTRATION DATES
FIDUCIARY INVESTMENT COUNCIL, LLC (IARD# 165458) -  SANTA BARBARA, CA
09/24/2012 - 06/01/2015
FINANCIAL INSIGHTS, INC. (IARD# 118043) -  HONOLULU, HI
09/29/2010 - 12/31/2014
KOBO WEALTH CONSERVANCY (IARD# 143654) -  KAILUA, HI
07/11/2007 - 12/31/2010
For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report.

DISCLOSURE INFORMATION


Disclosure events include certain criminal charges and convictions, formal investigations and disciplinary actions initiated by regulators, customer disputes and arbitrations, and financial disclosures such as bankruptcies and unpaid judgments or liens.
Are there events disclosed about this Investment Adviser Representative? No