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Current Employers
Hidden Cove Wealth Management

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-25
WA RA APPROVED 2022-03-25
  • TX RA
    APPROVED
    Since 2022-03-25
  • WA RA
    APPROVED
    Since 2022-03-25

Branch Locations

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Strategic Capital Bainbridge Island WA 05/2006 Present
Penn Mutual Horsham PA 06/2006 06/2018
Hornor, Townsend & Kent, Inc Horsham PA 06/2006 05/2019
Resources Investment Advisors, Llc Overland Park KS 05/2019 05/2022
Triad Advisors Norcross GA 06/2019 05/2020
Hidden Cove Wealth Management,Llc Bainbridge Island WA 03/2022 Present
  • 05/2006 → Present
    One Strategic Capital
    Bainbridge Island, WA
  • 06/2006 → 06/2018
    Penn Mutual
    Horsham, PA
  • 06/2006 → 05/2019
    Hornor, Townsend & Kent, Inc
    Horsham, PA
  • 05/2019 → 05/2022
    Resources Investment Advisors, Llc
    Overland Park, KS
  • 06/2019 → 05/2020
    Triad Advisors
    Norcross, GA
  • 03/2022 → Present
    Hidden Cove Wealth Management,Llc
    Bainbridge Island, WA
Previous Registrations
  • 2019-05-31 → 2022-05-04
    Bainbridge Island, WA
    Overland Park, KS
  • 2006-07-19 → 2019-06-04
    Seattle, WA
    Bellevue, WA
    Seattle, WA
    Seattle, WA
    Bellevue, WA
    Bainbridge Island, WA
Other Businesses

1) NAME OF BUSINESS: ONE STRATEGIC CAPITAL, INC.; INVESTMENT RELATED: YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100, BAINBRIDGE ISLAND, WA 98110; NATURE OF BUSINESS: INSURANCE AGENCY; POSITION: CEO, OWNER, INSURANCE AGENT; START DATE: 6/1/2006; NUMBER OF HOURS/MONTH: 30; NUMBER OF HOURS/MONTH DURING TRADING HOURS: 6.5; MANAGE STAFF, OPERATIONS, SALE OF INSURANCE PRODUCTS. 2) NAME OF BUSINESS: DALE B. DIR FAMILY TRUST; INVESTMENT RELATED: NO; 1101 SEVENTH CT, FOX ISLAND, WA 98333; NATURE OF BUSINESS: LIVING TRUST; POSITION: CO-TRUSTEE OF FAMILY TRUST; START DATE: 12/5/2018; NUMBER OF HOURS/MONTH: 1; NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; SERVE AS CO-TRUSTEE FOR FATHER'S LIVING TRUST. 3) NAME OF BUSINESS: GREEN PASTURES AG, LLC; INVESTMENT RELATED: NO; P.O. BOX 10447, BAINBRIDGE ISLAND, WA 98110; NATURE OF BUSINESS; INVESTOR FOR PARENTS' PERSONAL ASSETS; POSITION: SECRETARY/TREASURER;START DATE: 10/1/2019; NUMBER OF HOURS/MONTH: 1; NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; SECRETARY/TREASURER.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-12
  • S66 Uniform Combined State Law Examination
    2006-07-12
Other Names
  • Shane D Dir

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