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9 S Washington St Ste 211, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-30 |
| FL | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED_RES | 2022-04-26 |
| WA | RA | APPROVED | 2021-04-14 |
Branch Locations
9 S Washington St Ste 211, Spokane, WA 99201 • United States
Tavernier, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly Llp | Spokane | WA | 06/2016 | 04/2021 |
| Lodestone Wealth Management | Spokane | WA | 04/2021 | Present |
TheHuna, Spokane, WA; Outdoor Clothing retailer, Assisting with Accounting, Marketing, Design and Strategic Planning; Approx 40 hours per month during non-security trading hours; Not Investment Related McDirmid Advisor CPA, PLLC, Sandpoint, ID; Accounting Firm; Approx 10 hours per month during non-security trading hours; Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
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