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Leonard Rickey Investment Advisors, P.l.l.c. CRD 116891
$958M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3908 Creekside Loop Suite 100, Yakima, WA 98902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-14 |
Branch Locations
3908 Creekside Loop Suite 100, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Seattle | WA | 10/2023 | 11/2024 |
| Unemployed | Yakima | WA | 05/2023 | 10/2023 |
| Full-Time Education (Gonzaga University) | Spokane | WA | 08/2022 | 05/2023 |
| Ernst & Young | Seattle | WA | 06/2022 | 08/2022 |
| Full-Time Education (Gonzaga University) | Spokane | WA | 08/2019 | 05/2022 |
| Xy Planning Network | Bozeman | MT | 04/2021 | 10/2021 |
| Unemployed | Yakima | WA | 06/2019 | 08/2019 |
| Full-Time Education - High School | Yakima | WA | 01/2015 | 06/2019 |
| Leonard Rickey Investment Advisors, Pllc | Yakima | WA | 06/2017 | 08/2019 |
| Leonard Rickey Investment Advisors, Pllc | Yakima | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-14 |
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