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Matthew Lee Neff

Petersen Hastings Wealth Advisors, Inc.

Kennewick, WA

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Current Employers
Petersen Hastings Wealth Advisors, Inc.

8203 W Quinault Suite 101, Kennewick, WA 99336 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2000-10-30
  • WA RA
    APPROVED
    Since 2000-10-30

Branch Locations

8203 W. Quinault Suite 700, Kennewick, WA 99336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Petersen Hasting Investment Management, Inc. Kennewick WA 09/1999 Present
Carlisle Social Investments, Llc Kennewick WA 10/2002 Present
  • 09/1999 → Present
    Petersen Hasting Investment Management, Inc.
    Kennewick, WA
  • 10/2002 → Present
    Carlisle Social Investments, Llc
    Kennewick, WA
Previous Registrations
  • 2002-10-14 → 2003-12-18
    Carlisle Social Investments, Llc
    Kennewick, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-05
  • S65 Uniform Investment Adviser Law Examination
    2000-09-05

View on SEC IAPD

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