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Dirk Byron Bernd

Leonard Rickey Investment Advisors, P.L.L.C.

Yakima, WA

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Current Employers
Leonard Rickey Investment Advisors, P.L.L.C.

3908 Creekside Loop Suite 100, Yakima, WA 98902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-04-08
WA RA APPROVED 2016-01-08
  • TX RA
    APPROVED_RES
    Since 2019-04-08
  • WA RA
    APPROVED
    Since 2016-01-08

Branch Locations

3908 Creekside Loop Suite 100, Yakima, WA 98902 • 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
Leonard Rickey Investment Advisors, P.L.L.C. Yakima WA 11/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-08
  • S65 Uniform Investment Adviser Law Examination
    2016-01-08
Other Names
  • Dirk Bryon Bernd

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · YAKIMA, WA
CAPITAL ADVISORS WEALTH MANAGEMENT · YAKIMA, WA
LPL FINANCIAL LLC · YAKIMA, WA
ROBERT W. BAIRD & CO. INCORPORATED · Yakima, WA
EDWARD JONES · YAKIMA, WA
MORGAN STANLEY · Yakima, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Yakima, WA
EAGLE STRATEGIES LLC · Yakima, WA

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