Super OSJ overseeing $975 million shifts to Royal Alliance from Penn Mutual
Pacific Capital Resource Group, based in Bellevue, Washington, supervises 40 reps
Pacific Capital Resource Group, a large office of supervisory jurisdiction supervising 40 financial professionals who collectively oversee $975 million, has switched its broker-dealer affiliation to Royal Alliance, a member firm of Advisor Group, from Penn Mutual’s broker-dealer subsidiary.
PCRG, which was co-founded by CEO Kurt Jonson in 1998, also has offices in Lake Oswego, Oregon, and Scottsdale, Arizona.
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