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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 | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
14900 Interurban Ave South Ste 298, Seattle, WA 98168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Investors, Inc. | Bellevue | WA | 03/1993 | Present |
| Osaic Wealth, Inc. | Seattle | WA | 01/2024 | Present |
1) REBECCA BYUS, INDEPENDENT INSURANCE AGENT POSITION: Owner NATURE: Sole Proprietorship selling Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/30/1993 ADDRESS: 14900 Interurban Ave S Ste 298, Seattle WA 98168, United States DESCRIPTION: Sell term insurance, LTC, disability, fixed annuity, group life and disability. 2) RJA FINANCIAL SERVICES INC POSITION: Associate NATURE: S corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/28/2013 ADDRESS: 14900 Interurban Ave S Ste 298, Seattle WA 98168, United States DESCRIPTION: Sell Term Ins, LTC, Fixed Annuity, Disability, Conduct Securities related business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-19 |
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