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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2009 | 01/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 06/2009 | Present |
| Woodbury Financial Services Inc | Bellevue | WA | 01/2019 | 01/2024 |
| Osaic Wealth, Inc. | Issaquah | WA | 01/2024 | Present |
1. LORELLE K FARBER - FIXED INSURANCE POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/18/2009 ADDRESS: 1595 NW Gilman Blvd, Suite 5, ISSAQUAH WA 98027, United States DESCRIPTION: Insurance products: Fixed and Variable Annuities; health insurance, life insurance, disability insurance, long term care insurance. 2. NEW THOUGHT FINANCIAL GROUP LLC POSITION: member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1595 NW Gilman Blvd, Suite 5, ISSAQUAH WA 98027-5329, United States DESCRIPTION: LLC Administration, bookkeeping, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-27 |
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