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249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-03-25 |
Branch Locations
249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Llc | Horsham | PA | 08/2019 | 10/2020 |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2019 | 10/2020 |
| Univera Life Sciences | Seattle | WA | 08/2014 | 05/2019 |
| University Of Idaho | Moscow | ID | 08/2015 | 05/2019 |
| Resources Investment Advisors, Llc | Overland Park | KS | 11/2020 | Present |
| Hidden Cove Wealth Management, Llc | Bainbridge Island | WA | 03/2022 | Present |
| One Strategic Capital, Inc. | Bainbridge Island | WA | 11/2020 | Present |
NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT; START DATE: 11/1/2016; NUMBER OFHOURS/MONTH: 18; NUMBER HOURS/MONTH DURING TRADING HOURS: 5; SALES OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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