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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-06 |
| WA | RA | APPROVED | 2020-11-03 |
Branch Locations
10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sebi'S Bistro | Seattle | WA | 04/2013 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2015 | 10/2020 |
| Penn Mutual Life Insurance Co | Horsham | PA | 03/2015 | 10/2020 |
| Osaic Wealth, Inc. | Bellevue | WA | 10/2020 | Present |
1) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 12/01/2014 ADDRESS: 10900 NE 4th St, Suite 2413, Bellevue WA 98004, United States DESCRIPTION: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. 2) GRASS WEALTH MANAGEMENT LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2020 ADDRESS: 326 Union Ave NE #5, Renton WA 98059, United States DESCRIPTION: The owner of Grass CPA & Associates (Charles Grass) formed a wealth management division of his CPA Firm. He refers clients. Compensation via sharing overrides. Charles Grass is fully licensed (series 7 & 66, life/di). I do receive income directly from Grass Wealth Management but I am listed on the website as an advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-12 |
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