Fernando A Pohina

Current Employers

Employment History

• 03/2015 → 11/2020
  Hornor Townsend & Kent Inc
  Horsham, PA
• 10/2014 → 11/2020
  Penn Mutual Life Insurance Co
  Horsham, PA
• 10/2014 → Present
  Pacific Capital Resource Group Inc
  Bellevue, WA
• 11/2020 → Present
  Osaic Wealth Inc.
  Bellevue, WA

Previous Registrations

• 2015-07-06 → 2020-11-02
  Hornor, Townsend & Kent, Llc
  Bellevue, WA
• 2013-08-06 → 2014-10-14
  Pruco Securities, Llc.
  Mercer Island, WA
• 2009-04-02 → 2013-06-27
  Equitable Advisors, Llc
  Bellevue, WA

Other Businesses

1) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent NATURE: Insurance Agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 72 START DATE: 10/01/2014 ADDRESS: 10900 NE 4th St, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance sales and Service; For multiple carriers. 2) ADVISORY RESOURCE GROUP, LLC POSITION: Vice President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/31/2023 ADDRESS: 10900 NE 4th St, Suite 2300, Office 2413, Bellevue WA 98004, United States DESCRIPTION: Insurance and Marketing. I also recruit and train advisors to join teams and the Broker Dealer. 3) POHINA, FERNANDO POSITION: Owner NATURE: Solely to provide payroll to employees. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2020 ADDRESS: 10900 NE 4th St, Suite 2300, Office 2413, Bellevue WA 98004, United States DESCRIPTION: Pay payroll for staff. 4) ASCENT WEALTH SOLUTIONS POSITION: Partner NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 72 START DATE: 11/01/2025 ADDRESS: 10900 NE 4th St, STE 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance sales and service for various carriers. DBA for financial services business.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-01

Other Names

• Fernando Pohina