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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-17
WA RA APPROVED 2020-10-30
  • TX RA
    APPROVED
    Since 2023-08-17
  • WA RA
    APPROVED
    Since 2020-10-30

Branch Locations

10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States

Seattle, WA • 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 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
  • 03/2016 → 10/2020
    Penn Mutal Life Insurance Co
    Horsham, PA
  • 03/2016 → 10/2020
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 10/2020 → Present
    Seattle, WA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-11
  • S66 Uniform Combined State Law Examination
    2016-05-11
Designations
Other Names
  • Alyssa Arneson
  • Alyssa Marie Arneson

View on SEC IAPD

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