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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-17 |
| UT | RA | APPROVED | 2025-08-19 |
| NV | RA | APPROVED | 2025-05-09 |
| CA | RA | APPROVED | 2025-05-08 |
| DE | RA | APPROVED | 2025-05-08 |
| KS | RA | APPROVED | 2025-05-08 |
| OK | RA | APPROVED | 2024-09-26 |
| MA | RA | APPROVED | 2024-07-09 |
| NM | RA | APPROVED | 2024-05-15 |
| AR | RA | APPROVED | 2024-05-14 |
| NC | RA | APPROVED | 2024-05-14 |
| GA | RA | APPROVED | 2024-03-06 |
| FL | RA | APPROVED | 2024-03-05 |
| CO | RA | APPROVED | 2024-03-04 |
| CT | RA | APPROVED | 2024-03-04 |
| ID | RA | APPROVED | 2024-03-04 |
| MN | RA | APPROVED | 2024-03-04 |
| SD | RA | APPROVED | 2024-03-04 |
| WI | RA | APPROVED | 2024-03-04 |
| WY | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2023-06-08 |
| MT | RA | APPROVED | 2022-04-05 |
| AL | RA | APPROVED | 2021-05-20 |
| OR | RA | APPROVED | 2020-10-30 |
| WA | RA | APPROVED | 2020-10-30 |
Branch Locations
10900 Ne 4Th Street Ste 2300, #2413, Bellevue, WA 98004 • United States
720 Sixth Street South Suite 100, Kirkland, WA 98033 • United States
Orondo, WA • United States
Paradise Valley, AZ • United States
16427 N Scottsdale Road Suite 410, #413, Scottsdale, AZ 85254 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-12 |
Branch Locations
10900 Ne 4Th Street Suite 2300, #2413, Bellevue, WA 98004 • United States
16427 N Scottsdale Road Suite 410, #413, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc. | Bellevue | WA | 10/1993 | 10/2020 |
| Penn Mutual Life Insurance Company | Bellevue | WA | 10/1993 | 10/2020 |
| Pacific Capital Resource Group, Inc. | Bellevue | WA | 02/1998 | Present |
| Osaic Wealth, Inc. | Bellevue | WA | 10/2020 | Present |
1) PACIFIC CAPITAL RESOURCE GROUP, INC. POSITION: Owner/CEO NATURE: S Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 02/18/1998 ADDRESS: 10900 NE 4th Street, Suite 2300 #2413, Bellevue WA 98004, United States DESCRIPTION: Pacific Capital is an insurance brokerage company with multiple insurance carriers including National Life, Ohio National, Lincoln Life and Symetra Life. 2)PCRG INSURANCE, LLC POSITION: member NATURE: LLC, property & casualty insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/29/2016 ADDRESS: 10900 NE 4TH ST, SUITE 2300 #2413, BELLEVUE WA 98004, United States DESCRIPTION: promoting PCRG Insurance, LLC 3) CORPORATE BENEFITS GROUP, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 10900 NE 4th St, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Group benefits insurance sales and service for multiple carriers 4) ADVISORY RESOURCE GROUP, LLC POSITION: Member NATURE: Supervision of registered representatives and investment advisors affiliated with Royal Alliance Associates, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 11/09/2022 ADDRESS: 10900 NE 4TH STREET, SUITE 2300 #2413, BELLEVUE WA 98004, United States DESCRIPTION: Supervising registered representatives and investment advisors affiliated with Royal Alliance Associates, Inc that report to the Jonson OSJ OTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-16 |
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