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9030 35Th Avenue Sw Suite 100, Seattle, WA 98126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-08-31 |
Branch Locations
9030 35Th Avenue Sw Suite 100, Seattle, WA 98126 • 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 & Kent Inc | Horsham | PA | 06/2011 | 08/2020 |
| Penn Mutual Life Ins Co | Horsham | PA | 06/2011 | 08/2020 |
| Columbia Strategic Wealth Advisors, Llc | Seattle | WA | 08/2020 | Present |
| Kaiser Permanente Of Washington Health Plan | Renton | WA | 12/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COLUMBIA STRATEGIC WEALTH ADVISORS | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1601 FIFTH AVENUE SUITE 1100 SEATTLE, WA 98101 | START DATE: 5/15/2016 |NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2) Kaiser Permanente of Washington Health Plan | Investment Related: No | Address: Renton, WA | Nature: Analytics & Reporting | Position / Title: Strategy Consultant | Start: 12/2019 | Approximate Number of Hours per Month: 160 | Market Hours: 5 hours a day | Duties: Create Reports to manage company's capital budget
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-15 |
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