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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-04-27 |
| CA | RA | APPROVED | 2025-01-01 |
| DC | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| HI | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| MN | RA | APPROVED | 2022-08-12 |
| NY | RA | APPROVED | 2021-04-16 |
| DE | RA | APPROVED | 2020-04-24 |
| CT | RA | APPROVED | 2019-07-24 |
| WA | RA | APPROVED | 2017-03-21 |
| NJ | RA | APPROVED | 2016-01-14 |
| AZ | RA | APPROVED | 2015-10-14 |
| LA | RA | APPROVED | 2015-09-25 |
| OH | RA | APPROVED | 2015-07-21 |
| MT | RA | APPROVED | 2015-05-22 |
| KS | RA | APPROVED | 2014-07-18 |
| TX | RA | APPROVED | 2008-03-14 |
| UT | RA | APPROVED | 2006-10-25 |
Branch Locations
109 E. Bell Street, Sequim, WA 98382 • United States
910 E Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Advisors Inc | Montclair | CA | 04/2002 | Present |
| Guardian Life Insurance Company | Claremont | CA | 01/2006 | 04/2022 |
| Park Avenue Securities, Llc | Claremont | CA | 01/2006 | 04/2022 |
| Guardian Life Insurance | Sequim | WA | 04/2022 | Present |
| Park Avenue Securities | Sequim | WA | 04/2022 | Present |
1. Pacific Horizons, LLC-Own airplane and office equipment Start: 7/10/2018 109A E. Bell St, Unit A, Sequim, WA 98382 0 hrs per mon. Not inves. rel. 2. P.A. Warner, LLC, Member/manager of property Start: 12/30/2013 480 N. Indian Hill Blvd, Claremont, CA 91711 0 hrs per mon Invest. rel, 3. Rental Property-Home as a rental Start: 7/1/12 406 Charleston Dr, Claremont, CA 91711 0 hrs per mon. Invest. rel. 4. Alamosa Holdings, LLC-Management company for personally owned assets Start: 1/1/16 109A East Bell Street, Unit A, Sequim, WA 98382 0 hrs per month Not investment related 5. APN (Advanced Practice Network) #2-Co-founder and President of the Advanced Practice Network (APN) Start: 3/29/17 109A East Bell St. Unit A, Sequim, WA 98382 1 total hr per month, 1 during securities trading hrs Not investment related 6. Fiscal Advantage, LLC #2-Business analytical software consulting and marketing Start: 1/3/17 109A East Bell St, Unit A, Sequim, WA 98382 1 total hr per month, 1 during securities trading hrs Not investment related 7. Pacific Advisors, LLC-entity does business in the field of financial services Start: 1/1/1995 109A East Bell St., Unit A, Sequim, WA 98382 200 total business hrs per month Investment related 8. Autumn Pacific, LLC-holding real estate for rental Start: 3/15/17 339 Finn Hall Road, Port Angeles, WA 0 hrs per month Investment related 9. Insurance Sales Start: 7/1/1984 109A East Bell St Unit A, Sequim, WA 98382 2 total hrs per month, 2 during securities trading hrs Investment related 10. Maritime PA, LLC-for holding rental real estate Start: 7/23/21 127 Maritime Drive, Port Angeles, WA 98362 2 total hrs per month, 0 during securities trading hrs Investment related 11. Colette's Bed and Breakfast-owner Start: 4/1/17 339 Finn Hall Rd. Port Angeles, WA 98362 0 total hrs per month Investment related 12. Key Priorities, LLC-owner-property management company Start: 5/1/19 480 N. Indian Hill Blvd., Suite 2A Claremont, CA 91711 0 hrs per month Not investment related 13. Village PA, LLC- Rental Property Start: 6/24/22 234 & 236 Village Ln, Sequim WA 98382 0 hrs per month Investment related 14. One Pacific Benefits, LLC, P&C Ins Start: 11/15/23 109A East Bell St, Unit A, Sequim, WA 98363 2 total hrs per month 15. Epic View Holdings, LLC Start: 11/30/23 127 Maritime Dr., Port Angeles, WA 98362 1 hr per month Investment related 16. Pacific Trail Side, LLC Start: 11/29/23 127 Maritime Drive, Port Angeles, WA 98362 4 hrs per month Investment related 17. Citizen Air Management, LLC, Start: 12/15/23 127 Maritime Drive, Port Angeles, WA 98362 & 109-A E Bell St. Sequim WA 98382 10 total hrs per month, 0 during securities trading hrs Not investment related 18)Citizen Air, LLC- owner, Nature of Business: Charter air services, Start date: 06/01/2024, Address: 11402 Fairchild Airport Rd Port Angeles WA 98363, Duties: owner, 5 total hours per month; 5 during securities trading hours, Not investment related, 19) Board of Directors- Field Arts and Events Hall, Start: 07/01/2025 201 W. Front St. Port Angeles, WA 98362 2 hrs per month; 0 during securities hours Not investment related 20) Epic Air, LLC owner, Nature of Business: holding company Start date: 06/16/2025, Address: 11402 Fairchild Airport Rd Port Angeles WA 98363, Duties: owner, 0 total hours per month; Not investment related, 21)Fairchild Fuel, LLC owner, Nature of Business: fueling services, Start date: 06/16/2025, Address: 11402 Fairchild Airport Rd Port Angeles WA 98363, Duties: owner, 0 total hours per month; Not investment related, 22)Citizen Jets 1, LLC- owner, Nature of Business : Asset Separation and tax planning, Start date: 05/01/2025, Address: 11402 Fairchild Airport Rd Port Angeles WA 98363, Duties: owner, 0 total hours per month; Not investment related, 23)Cirrus 801CA, LLC- owner, Nature of Business : Tax and legal structure., Start date: 12/10/2025, Address: 11402 Fairchild Airport Rd Port Angeles WA 98363, Duties: owner, 0 total hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-15 |
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