Advisor Group-affiliated broker-dealer Royal Alliance Associates has recruited Pacific Capital Resource Group, a team operating as a super office of supervisory jurisdiction (or super OSJ) with 40 advisors with $975 million in combined client assets.
Previously affiliated with Hornor, Townsend & Kent (HTK), a broker-dealer unit of Penn Mutual Life Insurance, Pacific Group has offices in Bellevue, Washington; Lake Oswego, Oregon; and Scottsdale, Arizona.
The group’s move to Royal Alliance comes nine months after Advisor Group wrapped up its purchase of several broker-dealers previously owned by Ladenburg Thalmann.
Pacific Capital was co-founded by CEO and OSJ Kurt Jonson in 1998 and provides retirement planning, wealth advisory services, investment planning and insurance solutions to individuals and families, as well as business planning, valuation, benefits and insurance services to small business clients.