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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-11-20 |
| OR | RA | APPROVED | 2020-10-30 |
Branch Locations
5200 Sw Meadows Rd Suite 150, #10, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend, & Kent | Horsham | PA | 07/2003 | 10/2020 |
| Penn Mutual | Horsham | PA | 07/2003 | 10/2020 |
| Royal Alliance Associates, Inc. | Bellevue | WA | 10/2020 | 08/2023 |
| Osaic Wealth, Inc | Lake Oswego | OR | 08/2023 | Present |
1) PACIFIC CAPITAL RESOURCE GROUP, INC POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2003 ADDRESS: 10900 NE 4th St., Ste 2300 #2413, Bellevue WA 98004, United States DESCRIPTION: Sale of Life, Health, Disability and Long Term Care insurance 2) COLUMBIA GROUP WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/18/2019 ADDRESS: 8000 NE Parkway Dr., Ste 150, Vancouver WA 98662, United States DESCRIPTION: Sale of life, health, disability and long term care insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-29 |
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