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1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington State University | Pullman | WA | 08/2012 | 12/2016 |
| Hornor, Townsend & Kent, Inc. | Horsham | PA | 02/2017 | 06/2017 |
| Penn Mutual Life Insurance Company | Horsham | PA | 02/2017 | 06/2017 |
| Pacific Capital Resource Group | Bellevue | WA | 01/2017 | 06/2017 |
| Parametric Portfolio Associates | Seattle | WA | 01/2018 | 02/2020 |
| Parcion Private Wealth | Bellevue | WA | 10/2021 | 09/2025 |
| Empirical Wealth Management Llc | Seattle | WA | 09/2025 | Present |
| Slc Management | Redmond | WA | 02/2020 | 10/2021 |
| Unemployed | Kirkland | WA | 06/2017 | 01/2018 |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PACIFIC CAPITAL RESOURCE GROUP, INC | POSITION HELD: AGENT- | ADDRESS: 10900 NE 8TH ST, SUITE 1550 | START DATE: 2017-01-26 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: Insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company
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