Steven James Pilger

Current Employers

Employment History

• 11/1989 → Present
  Osaic Wealth, Inc.
  Yakima, WA
• 03/1987 → Present
  Bbm Financial Services, Inc.
  Yakima, WA
• 04/2019 → Present
  Comprehensive Healthcare
  Yakima, WA

Other Businesses

1. INDEPENDENT INSURANCE AGENT SELLING LIFE/ACCIDENT/HEALTH 1 WEEKDAY HOUR ONLY STARTED 07/2008. 2. BBM FINANCIAL SERVICES, INC IRIA POSITION: Principal NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1995 ADDRESS: 1440 N 16th Ave, Yakima WA 98902, United States DESCRIPTION: Investment Advisory Services. Portfolio review and research. Client communications. 3. COMPREHENSIVE HEALTHCARE POSITION: member of board of directors NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/24/2019 ADDRESS: 402 South Fourth Ave, Yakima WA 98902, United States DESCRIPTION: Member of board of directors 4. Duck View LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2000 ADDRESS: 1440 N 16th Ave. Yakima, WA 98902 DESCRIPTION: I do not receive any compensation for this activity. 5. BBM FINANCIAL SERVICES DBA ALEGRIA ADVISORS DBA ALEGRIA ADVISORS POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 01/01/1976 ADDRESS: 1440 N. 16th Ave, Yakima WA 98902, United States DESCRIPTION: Advisor to retirement plan sponsors Third party administration 6. BBM FINANCIAL SERVICES, DBA ALEGRIA ADVISORS POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1984 ADDRESS: 1440 N. 16th Ave, Yakima WA 98902, United States DESCRIPTION: Sales and service of insurance policies TPA Services for retirement plans

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-14
• S63 Uniform Securities Agent State Law Examination
  1984-11-27