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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-03-30 |
| WA | RA | APPROVED | 2015-11-02 |
Branch Locations
Resource Financial Planning 10300 Sw Greenburg Rd., #200, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates Inc | Portland | OR | 04/2015 | 06/2023 |
| Osaic Wealth, Inc | Portland | OR | 06/2023 | Present |
1) RESOURCE INSURANCE SERVICES, INC. POSITION: Statutory Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2015 ADDRESS: 1 Lincoln Center 10300 SW Greenburg Rd, Suite 200, Portland OR 97223, United States DESCRIPTION: Advise clients on life insurance and open life insurance policies. Advise on fixed annuities, variable annuities and long term care insurance and open policies for clients. 2) RESOURCE FINANCIAL PLANNING, INC. POSITION: Independent Contractor NATURE: The business is a corporation (LLC) used for paying staff wages and office expenses. The company name is used on our website, business cards and stationery. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2015 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd, Suite 200, Portland OR 97223, United States DESCRIPTION: Office expenses and bills, including payroll are paid through Resource Financial Planning, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-17 |
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