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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-02-07 |
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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Bellevue | WA | 12/2021 | Present |
| Pacific Capital Resource Group | Bellevue | WA | 11/2021 | Present |
| Gonzaga University | Spokane | WA | 08/2017 | 08/2021 |
| Lake Washington High School | Kirkland | WA | 08/2013 | 08/2017 |
| Mastercraft Seattle | Redmond | WA | 06/2017 | 08/2019 |
1) PACIFIC CAPITAL RESOURCE GROUP POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/09/2022 ADDRESS: 10900 NE 4th St, Suite 2413, Bellevue WA 98052, United States DESCRIPTION: Life, Disability, LTC, and health insurance sales 2) ASCENT WEALTH SOLUTIONS POSITION: Insurance Agent NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2025 ADDRESS: 10900 NE 4th St, Suite 2300, #2413, Bellevue WA 98004, United States DESCRIPTION: insurance sales and service for various carriers. DBA for financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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