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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 | 2023-08-17 |
| WA | RA | APPROVED | 2020-10-30 |
Branch Locations
10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2016 | Present |
1) PACIFIC CAPITAL RESOURCE GROUP INC POSITION: Insurance Agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/23/2016 ADDRESS: 10900 NE 4th St Ste 2413 Bellevue WA 98004 DESCRIPTION: Sale and Service of Life, Accident/Health/DI/LTC, and Annuity client accounts. 2) MOMENTUM WEALTH ADVISORS LLC POSITION: Founder and Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/09/2024 ADDRESS: 10900 NE 4th St Ste 2300 #2413, Bellevue WA 98004 DESCRIPTION: Solicitor of securities for multiple professional money management companies and insurance sales and support for multiple carriers, including PennMutual Life Insurance Company. 3) BNI POSITION: President NATURE: Professional Referral Networking Meeting INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2024 ADDRESS: 17621 Redmond Way, Redmond WA 98052, United States DESCRIPTION: I run the meeting per the weekly agenda. Meaning, I introduce topics / speakers / etc ...
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-07 |
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