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9 S Washington St Ste 211, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-26 |
| ID | RA | APPROVED | 2009-11-13 |
| WA | RA | APPROVED | 2009-10-15 |
Branch Locations
9 S Washington St Ste 211, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodestone Wealth Management, Llc | Spokane | WA | 10/2009 | Present |
| Northwest Investment Advisors, Inc. | Spokane | WA | 06/2013 | Present |
| Lodestone Wealth Management, Llc | Spokane | WA | 07/2021 | Present |
LODESTONE WEALTH MANAGEMENT LLC. INVESTMENT-RELATED. 9 SOUTH WASHINGTON STREET, SUITE 211 SPOKANE, WA 99201. REGISTERED INVESTMENT ADVISOR. DIRECT OWNER STARTED 07/2021. 90% OF TIME DEVOTED APPROXIMATELY 144 HOURS PER MONTH. APPROXIMATELY 6 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS. PARTNERSHIP DUTIES OF RUNNING AN RIA - INCLUDING TRADING, SUPERVISION, AND OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-18 |
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