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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 | 2023-12-01 |
| WA | RA | APPROVED | 2020-10-30 |
Branch Locations
720 Sixth Street South Suite 100, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 06/2013 | 10/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2013 | 10/2020 |
| Osaic Wealth, Inc. | Bellevue | WA | 10/2020 | Present |
1) PACIFIC CAPITAL RESOURCE GROUP, INC. POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 41 SECURITIES TRADING HOURS: 41 START DATE: 07/01/2013 ADDRESS: 10900 NE 4th St, SUITE 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Sales and Service of Insurance Products for Multiple Carriers 2) ASCENT WEALTH SOLUTIONS POSITION: Partner NATURE: Does Business As INVESTMENT RELATED: Yes NUMBER OF HOURS: 41 SECURITIES TRADING HOURS: 41 START DATE: 08/01/2020 ADDRESS: 10900 NE 4th St, SUITE 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance and Investment Sales and Service for Multiple Carriers. All Investments Provided Through Broker Dealer Relationship with Osaic Wealth. 3) ASCENT WEALTH SOLUTIONS POSITION: Partner NATURE: Does Business As INVESTMENT RELATED: Yes NUMBER OF HOURS: 41 SECURITIES TRADING HOURS: 41 START DATE: 08/01/2020 ADDRESS: 10900 NE 4th St, SUITE 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: Insurance and Investment Sales and Service for Multiple Carriers. All Investments Provided Through Broker Dealer Relationship with Royal Alliance. 4) WOODINVILLE POWER PARTNERS BNI CHAPTER POSITION: President NATURE: Community networking group of professionals. We do not share revenue or exchange funds of any kind. This is purely for sending referrals to other professionals across a wide variety of industries. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 12/01/2025 ADDRESS: 17705 140th Ave NW, Woodinville WA 98072, United States DESCRIPTION: Run the virtual meeting. Connect with regional leadership for 30 minutes to make sure we are running the chapter compliantly with corporate BNI rules.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-05 |
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