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1927 Dock Street, Tacoma, WA 98402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2010-11-24 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia River Advisors, Llc | Tacoma | WA | 11/2010 | Present |
| Whitestone Land Management, Llc | Moses Lake | WA | 10/2006 | Present |
| Hornets Land Llc | Moses Lake | WA | 09/2010 | Present |
| Columbia River Holdings Investment Group Llc | Tacoma | WA | 02/2021 | 12/2022 |
| Summit Tax Services, Llc | Tacoma | WA | 09/2010 | 12/2025 |
| Desert Lilly Llc | Moses Lake | WA | 06/2006 | Present |
WHITESTONE LAND MANAGEMENT, LLC, 10/2006 TO PRESENT - PRESIDENT/100% OWNER. LAND DEVELOPMENT AND OWNERSHIP. HORNETS LAND, LLC, 09/2010 TO PRESENT - MEMBER, 100% OWNERSHIP AS OF 2025. HOLDING ENTITY, NO CURRENT OPERATIONS. DESERT LILLY LLC, 06/2006 TO PRESENT - MEMBER. HOLDS REAL ESTATE AND OWNERSHIP INTERESTS IN WESTERN FIBER CONSTRUCTION LLC, FLATWATER LUXURY RENTALS LLC, AND SWILCAN PROPERTY GROUP LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S66 | Uniform Combined State Law Examination | 2005-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-21 |
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