Josiah Valencia is a registered investment advisor, based in Honolulu, HI, with 6 years of industry experience.
Location
130 Merchant St Cc#888, Honolulu, HI, 96813
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Regulatory History
Clean regulatory record
No 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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Cetera Investment Services LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Bankoh Advisors
September 2019 - August 2025 · 5 yrs 11 mos
Bankoh Investment Services, INC.Broker
July 2019 - August 2025 · 6 yrs 1 mo
State Registrations1 state
HI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.