Best Investors Account Sign in

Charles Dean Grass

Osaic Wealth, Inc.

Renton, WA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-30
  • WA RA
    APPROVED
    Since 2020-10-30

Branch Locations

326 Union Avenue Ne Suite 5, Renton, WA 98059 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Insurance Co Horsham PA 07/2015 10/2020
Hornor Townsend & Kent Inc Horsham PA 08/2015 10/2020
Grass Cpa & Associates Llc Renton WA 07/1991 Present
Grass Wealth Management Llc Renton WA 05/2011 Present
Royal Alliance Associates, Inc. Bellevue WA 10/2020 Present
  • 07/2015 → 10/2020
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 08/2015 → 10/2020
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 07/1991 → Present
    Grass Cpa & Associates Llc
    Renton, WA
  • 05/2011 → Present
    Grass Wealth Management Llc
    Renton, WA
  • 10/2020 → Present
    Royal Alliance Associates, Inc.
    Bellevue, WA
Previous Registrations
Other Businesses

1) GRASS W MGMT LLC POS: Ownr NAT: LLC INV REL: Y HRS: 10 SEC HRS: 10 START: 5/17/11 ADDR: 326 Union Ave NE, Ste 5, Renton WA DESC: Refers Grass CPA clients to GWM and affiliate Melissa Larson, CFP, and Elevate Team at Pacific Cap RES GRP provides finl planN, ins., inv/ret prod/svcs. Melissa meets Grass CPA clients at the Grass CPA offices/her office. Charles written in for a %age of the cases, his income goes to GWM. Melissa pays rent to Grass CPA for use of premises and limited support svcs. Melissa doesn't rece income from GWM but is listed on the GWM website as an advisor. 2) PACIFIC CAP RES GRP POS: Agt; NAT: Finl svcs, design impl; INV REL: Yes; HRS: 5; SEC HRS: 5; 10/22/15 ADD: 10900 NE 8th St, Ste 2500, Bellevue WA 98004 DES: Charles Grass, and his bus. are agts with Ele Team at Pacific Cap. 3) GRASS COMM RA POS: Mgr NAT: tent split out of Grass CPA & Assoc LLC (Charles D Grass CPA EA, ownr) of its existing Comm RA svc to add Bene Ownrship Filing svc to Grass CPA clients. FinCEN filings. As man by the Corp TP Act. INV REL: Hrs: 10 SEC TRADE HRS: 5 START: 01/01/24 ADD: 326 Union Ave NE, Suite 5, Renton WA 98059 DESC: Proc design/MGMT. 4) ACQ OF LLC OR BOOK OF BUS POS: mgr NAT: acq. of Seeley & Assoc LLC by Grass CPA & Assoc LLC. INV REL: No SEC. HRS: 10 SEC TRADE HRS: 10 START: 10/16/2025 ADDR: 326 Union Ave NE Ste 5, Renton WA 98059 DESC: Ownr/mgr. 5) NCR ACCTG SVCS LLC POS: Prin. NAT: LLC single ownr Grass CPA. INV REL: Hrs OF HRS: 10 SEC HRS: 10 START: 11/04/19 ADDR: 326 Union Ave NE, Ste 5, Renton WA 98059 DESC: Charles Grass is resp for NCR Acctg incl. oversight of mktg and of svc prov. NCR Acctg offers 'no copy required' acctg and bkpg svcs, incl. payroll and compl taxes, to small bus. utilizing QuickBooks. 6) CONT CTRL LLC POS: Mgr of SMLLC div of Grass CPA NAT: CPA firm; similar to Grass CPA & Assoc LLC' BUS clients. Prior ownr, Michael J Hamblin, CPA, has retired (April 2025). Grass CPA acquired as of May 1, 2023, as a wholly owned LLC div of Grass CPA, assumed premises and sVC cont and consol Grass CPA ops into the Cont CTRL offices. Prof. svc will be OBO under the ConT CTRL CPAs name along under the Grass CPA and NCR Accg names. See other OBA listings. INV REL: No SEC. HRS: 40 SEC. TRAD HRS: 40 START: 05/01/2023 ADD: 326 Union Ave NE, Suite 5, Renton WA 98059 DESC: Ownr mgr of Cont Ctrl CPAs, div of Grass CPA & Assoc LLC. See Grass CPA OBA. 8)GRASS CPA & ASSOC LLC POS: Ownr/princ NAT: Grass CPA & Assoc LLC is a CPA firm with a focus on indiv and their closely held BUS. We provide income tax prep for indiv, BUS, estates and trusts along with, as app, accg, bkpr and payroll, and comp(excise and payroll)tax svc and IRS problem resol and/or exam rep svc. Grass CPA is also a Reg Comm Reg Agt with the Sec of State (WA). Reg Agt svc are provided only to BUS clients of Grass CPA and its div. INV REL: NO OF HRS: 200 SEC TRAD HRS: 100 START: 07/01/1991 ADD: 326 Union Ave NE, Suite 5, Renton WA 98059, US DES: Everything; primary focus is on income tax and tax prob reso and tax plann. Other duties incl Mgmt Adv consul and Notary svc to Grass CPA clients. My team incl; three Enroll Agt/Assoc Acctg, one CPA/EA/Assoc Acctg one data/doc/file mgr, one project mgr, one part-time ctrl, plus front off/recep/off mgr (currently open), whom do nearly all admin and ABC (accg, bkpg, comp) svc. 9)SEELEY & ASSOC LLC POS: mgr NAT: Seeley & Assoc LLC is tax svc firm. Grass CPA' ACQ closing date is Oct 17, 2025, at its's current location in Issaquah WA. Files, comp and select fixtures and furn will be moved to the Grass CPA offices on Oct 20, 2025, and the Issaquah loc vacated. This ACQ incl all assets of Seeley & Assoc LLC incl phone no and website, www.seeleyassocates.com This website will be completely revised upon purchase such that it does not refer to any Broker/Dealer or other venders of prod/svc. INV REL: NO OF HRS: 10 SEC TRAD HRS: 10 START: 10/17/2025 ADD: 326 Union Ave NE Ste 5, Renton WA 98059, US DESC: Ownr/mgr.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-22
  • S66 Uniform Combined State Law Examination
    2015-10-22
Other Names
  • Charlie Grass
  • Charles Grass
  • Chas Grass

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Renton, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor