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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-17 |
| WA | RA | APPROVED | 2020-10-30 |
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 |
|---|---|---|---|---|
| Penn Mutal Life Insurance Co | Horsham | PA | 03/2016 | 10/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2016 | 10/2020 |
| Osaic Wealth, Inc. | Seattle | WA | 10/2020 | Present |
1) REAL ESTATE POSITION: Owner NATURE: Individual owner INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2020 ADDRESS: 5903 25th Ave S, Seattle WA 98108, United States DESCRIPTION: Owner of rental property 2) INSURANCE AGENT POSITION: Agent NATURE: Independent Contractor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/20/2016 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance agent licensed in Life, Health, and Variable lines to place life, disability and long term care insurance. 3) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance agent NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2016 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: I am an employee of Pacific Capital Resource Group as an investment advisor and insurance agent 4) WOMEN'S RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2016 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Providing financial education events to companies & organizations through seminars 5) F-SQUARED ADVISORS LLC POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/01/2016 ADDRESS: 10900 NE 4th St., Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Life, disability, and LTC insurance sales 6) DIVORCE PROFESSIONAL NETWORK POSITION: Insurance Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2017 ADDRESS: 10900 NE 4th St., Ste. 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Life, disability, and LTC insurance sales 7. JARMAN RENTALS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2025 ADDRESS: 519 Highlands Drive, Eastsound WA 98245, United States DESCRIPTION: Owner of Vacation Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-11 |
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