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Cassidy Anne Stevick

Columbia River Advisors

Olympia, WA

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Current Employers
Columbia River Advisors

1927 Dock Street, Tacoma, WA 98402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-08-18
  • WA RA
    APPROVED
    Since 2016-08-18

Branch Locations

2407 Pacific Avenue, Suite 2 A, Olympia, WA 98501 • 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
Columbia River Advisors Tacoma WA 06/2015 Present
St. Martin's University Lacey WA 02/2015 Present
Prentice Wealth Management Llc Dba Prentice Financial Planning Olympia WA 01/2017 Present
  • 06/2015 → Present
    Columbia River Advisors
    Tacoma, WA
  • 02/2015 → Present
    St. Martin's University
    Lacey, WA
  • 01/2017 → Present
    Prentice Wealth Management Llc Dba Prentice Financial Planning
    Olympia, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-18
  • S65 Uniform Investment Adviser Law Examination
    2016-08-18

View on SEC IAPD

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