Kevin Good

Current Employers

Employment History

• 07/2015 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Other Businesses

1. BBM FINANCIAL SERVICES, INC. POSITION: Principal NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2015 ADDRESS: 1440 N. 16th Avenue, Yakima WA 98902 DESCRIPTION: Participate in the preparation of administrative and compliance files, forms, and other applicable deliverables. Sell and service life, disability, LTC insurance policies and TPA services for retirement plans. 2. SUBSTITUTE INSTRUCTOR POSITION: Substitute Instructor NATURE: Unsure - private university where I am a substitute instructor. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/27/2017 ADDRESS: 2011 W Washington Ave, Yakima WA 98903, United States DESCRIPTION: I am a substitute instructor at Perry Technical Institute in their Business Technology and Accounting program. This is a .01 FTE position where I am on stand-by in the event the permanent instructors need assistance. 3. N/A NO BUSINESS CONDUCTED POSITION: N/A - not active NATURE: N/A - not an active trade or business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2017 ADDRESS: 1440 N. 16th Avenue, Yakima WA 98902, United States DESCRIPTION: I am holding myself as a CPA for credential purposes only. I am not currently practicing, nor do I intend to practice as a CPA. 4. DUCK VIEW, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 1440 N 16th Ave, Yakima WA 98902, United States DESCRIPTION: I am a minority shareholder in Duckview LLC, an entity that owns a single real estate asset. I do not any any regular duties related to this ownership. 5. TPA - BBM FINANCIAL SERVICES, INC. DBA ALEGRIA ASSET MANAGEMENT POSITION: Principal NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2015 ADDRESS: 1440 N. 16th Avenue, Yakima WA 98902, United States DESCRIPTION: Third-party Administrator: Participate in the preparation of administrative and compliance files, forms, and other applicable deliverables. 6. INSURANCE - BBM FINANCIAL SERVICES, INC. DBA ALEGRIA ASSET MANAGEMENT POSITION: Principal NATURE: S - Corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2016 ADDRESS: 1440 N 16th Ave, Yakima WA 98902, United States DESCRIPTION: Sale and service of life, disability, and long-term care insurance products. 7. CFP - BBM FINANCIAL SERVICES, INC. DBA ALEGRIA ASSET MANAGEMENT POSITION: Principal NATURE: S - Corp. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2015 ADDRESS: 1440 N. 16th Avenue, Yakima WA 98902, United States DESCRIPTION: Certified Financial Planner 8. RIA - BBM FINANCIAL SERVICES, INC. DBA ALEGRIA ASSET MANAGEMENT POSITION: Principal NATURE: S - Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/30/2015 ADDRESS: 1440 N. 16th Avenue, Yakima WA 98902, United States DESCRIPTION: Investment advisory services. Portfolio review and research. Client communications. 9. YAKIMA COUNTRY CLUB POSITION: Board Member NATURE: Private Club - not-for-profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 500 Country Club Dr, Yakima WA 98901, United States DESCRIPTION: I am a Board Member at the Yakima Country Club, overseeing the Green's Committee. I hold no signature authority over any accounts. My role is merely advisory.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-23

Designations