Joseph Ralph Radovic

Current Employers

Employment History

• 11/1996 → 04/2018
  Hornor, Townsend & Kent, Inc.
  Bellevue, WA
• 11/1996 → 04/2018
  Penn Mutual Life Insurance Company
  Bellevue, WA
• 07/2018 → 01/2023
  Pruco Securities, Llc.
  Irving, TX
• 04/2018 → 07/2018
  Joseph Radovic Independent Agent
  Plano, TX
• 07/2018 → 01/2023
  Prudential Insurance Company Of America
  Irving, TX
• 01/2023 → Present
  Osaic Wealth, Inc.
  Dallas, TX
• 01/2023 → Present
  Pacific Capital Resource Group, Inc
  Bellevue, WA

Previous Registrations

• 2018-07-25 → 2023-02-16
  Pruco Securities, Llc.
  Plano, TX
• 2000-02-04 → 2018-04-30
  Hornor, Townsend & Kent, Llc
  Bellevue, WA
  Addison, TX
  Dallas, TX
  Bellevue, WA
• 2001-04-20 → 2009-10-28
  Advisory Resource Group, Llc
  Bellevue, WA

Other Businesses

1. PACIFIC CAPITAL RESOURCE GROUP, INC. POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/27/2023 ADDRESS: 5360 Gatesworth Ln, Dallas TX 75287, United States DESCRIPTION: Insurance sales and service for various carriers. 2. THE STOREHOUSE OF COLLIN COUNTY (NON PROFIT) POSITION: Volunteer NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2021 ADDRESS: 1401 Mira Vista Blvd, Plano TX 75093, United States DESCRIPTION: I would be part of a 4 panel group of other financial people reviewing and giving opinion's on the investment policy and investment account. Providing investment advise only to the board liaison and maybe the board directly. 3. ADVISORY RESOURCE GROUP, LLC POSITION: Vice President of Talent Acquistion NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 02/13/2023 ADDRESS: 10900 NE 4th St, Ste. 2300, Bellevue WA 98004, United States DESCRIPTION: Talent Acquisition 4. LEGACY ONE WEALTH STRATEGIES, LLC. POSITION: President/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/26/2024 ADDRESS: 5360 Gatesworth Ln, Dallas TX 75287, United States DESCRIPTION: Insurance sales and service for various carriers. Partnering with P&C organization to provide financial services and insurance needs to clients.? 5. ADVISORY RESOURCE GROUP, LLC POSITION: VP of Sales & Head of Talent Acquisition NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 02/13/2023 ADDRESS: 10900 NE 4th St, Ste. 2300, Bellevue WA 98004, United States DESCRIPTION: Supporting our OSJ Financial Advisors and Talent Acquisition

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-02
• S63 Uniform Securities Agent State Law Examination
  1996-11-14

Designations

Other Names

• Joe Radovic