Zachary Andrew Meissner

Current Employers

Employment History

• 07/2008 → 10/2020
  Hornor Townsend & Kent Inc
  Horsham, PA
• 07/2008 → 10/2020
  Penn Mutual Life Ins Co
  Horsham, PA
• 07/2008 → Present
  Pacific Capital Resource Grp
  Bellevue, WA
• 10/2020 → Present
  Osaic Wealth, Inc.
  Bellevue, WA

Previous Registrations

• 2008-08-04 → 2020-11-02
  Hornor, Townsend & Kent, Llc
  Bellevue, WA
  Seattle, WA
  Bellingham, WA
  Bellevue, WA

Other Businesses

1) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent/Broker & VP of Brokerage Operations NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2008 ADDRESS: 10900 NE 4th Street, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS (Life, Disability, and Long Term Care) - Sole Proprietor IncomeVP / MANAGEMENT OF INSURANCE BROKERAGE OPERATIONS FOR PACIFIC CAPITAL - W2 Income 2) ADVISORY RESOURCE GROUP, LLC POSITION: VP Insurance & Advanced Planning NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/31/2023 ADDRESS: 10900 NE 4th Street Suite 2300 - #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance Marketing, Running Fixed Annuity IMO, Advisor Education on Advanced Planning Topics, Talent Acquisition 3) MARINER'S COVE BEACH CLUB BOARD OF TRUSTEES POSITION: Treasurer NATURE: Home Owner's Association Board INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: PO Box 187, Oak Harbor WA 98277, United States DESCRIPTION: Account for all Club funds. Maintain bank accounts in depositories designated by the Board. Authorize bookkeeper to pay all Club obligations, as authorized by the Board. Bill Club Members. Maintain a record of Owners and status of funds billed and collected. Prepare financial statements and budgets for meetings. Maintain records of funds received or disbursed. Identification of Member dues, assessments, or interest in arrears Suspension of voting rights Zach Meissner will not be authorized to sign checks, drafts, or any other orders for payment of money, and will not have any access to generally move funds between accounts. Monthly Income and Expense Reports. Annual Income and Expense Budget, Annual Long Term Capital Improvement Plan, Year-end Financial StatementsReserve Studies?

Exams

• S66 Uniform Combined State Law Examination
  2008-08-02

Designations

Other Names

• Zach Andrew Meissner
• Zachary A Meissner