Kyle Kaleiluakiliopu Fukuchi

Current Employers

Employment History

• 08/2002 → 10/2020
  Hornor, Townsend, & Kent
  Horsham, PA
• 08/2002 → 10/2020
  Penn Mutual
  Horsham, PA
• 10/2020 → Present
  Osaic Wealth, Inc.
  Bellevue, WA

Previous Registrations

• 2003-06-09 → 2020-11-02
  Hornor, Townsend & Kent, Llc
  Bellevue, WA
  Bellevue, WA

Other Businesses

1) P9) PCRG INSURANCE POSITION: Silent Partner NATURE: Property and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 2651 S Jordan Pkwy, #101, South Jordan UT 84095, United States DESCRIPTION: No duties. Silent partner. 2) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/16/2003 ADDRESS: 10900 NE 4th St, Suite 2413, Bellevue WA 98004, United States DESCRIPTION: Life, Disability, LTC, and health insurance sales. 3) DIVORCE PROFESSIONAL NETWORK POSITION: Member NATURE: Networking group that markets to family law and divorce attorneys. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 10900 NE 4th St, #2518, Bellevue WA 98004, United States DESCRIPTION: Help plan events and continuing education to divorce attorneys. Attend quarterly meetings. 4) F-SQUARED, LLC POSITION: Partner NATURE: DBA for Financial planning practice and planning team. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/13/2017 ADDRESS: 10900 NE 4th St, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance sales and service for multiple carriers. 5) ADVISORY RESOURCE GROUP, LLC POSITION: Executive Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/31/2023 ADDRESS: 10900 NE 4th St., Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance marketing, advisor education, and talent Acquisition. 6) KYLE FUKUCHI- RENTAL PROPERTIES POSITION: Property Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2005 ADDRESS: 114 Slater St, Kirkland WA 98033, United States DESCRIPTION: Owner of rental properties. 7) VOYANT WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/11/2024 ADDRESS: 991 Shepard Lane, Suite 210, Farmington UT 84025, United States DESCRIPTION: Financial Planning for clients referred by the estate attorneys. 8) FRED HUTCH CAMPAIGN COMMITTEE POSITION: Committee Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1100 Fairview Ave. N, Seattle WA 98109, United States DESCRIPTION: Volunteer position for the Fred Hutch Campaign Committee. Attend Committee meetings and various events. 9) PCRG INSURANCE POSITION: Silent Partner NATURE: Property and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 10900 NE 4th St. Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: No duties. Silent partner.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-10

Designations

Other Names

• Kyle Kaleilvakiliopu Fukuchi