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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 | 2024-06-06 |
| WA | RA | APPROVED | 2020-11-03 |
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 |
|---|---|---|---|---|
| Joey Restaurant Group | Bellevue | WA | 08/2016 | 08/2017 |
| Concordia University Portland | Portland | WA | 08/2017 | 06/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2019 | 10/2020 |
| Hornor, Townsend, & Kent, Llc | Horsham | PA | 07/2019 | 10/2020 |
| Gps Renting And Real Estate Investment | Bothel | WA | 05/2018 | 08/2018 |
| Osaic Wealth, Inc. | Bellevue | WA | 11/2020 | Present |
1) PACIFIC CAPITAL RESOURCE GROUP POSITION: Agent NATURE: Insurance Agency -Insurance Producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/02/2019 ADDRESS: 10900 NE 4th street, suite 2300, Bellevue WA 98004, United States DESCRIPTION: Evaluate Insurance products to determine the best fit for my clients needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
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