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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-11-03 |
Branch Locations
10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend An Dkent ,Inc | Bellevue | WA | 06/2002 | 10/2020 |
| Penn Mutual Life Ins Co | Bellevue | WA | 06/2002 | 10/2020 |
| Royal Alliance | Bellevue | WA | 10/2020 | Present |
1) RENTAL PROPERTY POSITION: Home Owner Property manager NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2012 ADDRESS: 1901 LIBERTY LANE, Marysville WA 98270, United States DESCRIPTION: Home owner and Property manager. 2) RENTAL PROPERTY POSITION: Home Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2016 ADDRESS: 8505 44th DR NE, Marysville WA 98270, United States DESCRIPTION: Home owner of a rental, property manager. 3) PACIFIC CAPITAL RESOURCE GROUP, INC POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/15/2002 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WV 98004, United States DESCRIPTION: Insurance brokerage products including Life, Health, Disability, Long term care, and Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-03 |
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