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12121 E Broadway Ave Bldg 5A, Spokane Valley, WA 99206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-08-17 |
Branch Locations
12121 E Broadway Ave Bldg 5A, Spokane Valley, WA 99206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Wealth Advisory, Llc | Spokane Valley | WA | 05/2018 | Present |
| Green Cpa, Pllc | Spokane Valley | WA | 01/2018 | 08/2021 |
| Sole Proprietor | Armstrong Creek | WI | 06/2017 | 12/2017 |
| Green Newton Jamison, Llp | Salem | WA | 01/2016 | 06/2017 |
| Thrive Cpa, Pllc | Spokane Valley | WA | 08/2021 | Present |
Thrive CPA, PLLC; not investment related; Spokane Valley, WA; Managing Partner/CPA; 08/2021; 160 hrs/month; 6 hrs during trading; accountant Neb Trebor Property Group LLC; not investment related; Spokane Valley, WA; Commerical Rental; Partner; 12/2020; 1 hrs/month; 15 mins during trading; Commercial property owner Perosnally owned Residential real estate; not investment related; Spokane Valley, WA; Residential rental; Owner; 5/2019; 2 hrs/month; 5 mins during trading; Residential property owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-22 |
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