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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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-12 |
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