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249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-25 |
| WA | RA | APPROVED | 2022-03-25 |
Branch Locations
249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Strategic Capital, Inc. | Bainbridge Island | WA | 03/2021 | Present |
| Resources Investment Advisors, Llc | Overland Park | KS | 12/2021 | Present |
| Wells Fargo Bank | Bainbridge Island | WA | 06/2020 | 03/2021 |
| United States Navy | San Diego | CA | 12/2001 | 08/2021 |
| Hidden Cove Wealth Management, Llc | Bainbridge Island | WA | 03/2022 | Present |
NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT; START DATE: 03/2021; NUMBER OF HOURS/MONTH: 80; NUMBER HOURS/MONTH DURING TRADING HOURS: 60; SALES OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-27 |
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