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Current Employers
Petersen Hastings Wealth Advisors, Inc.

8203 W Quinault Suite 101, Kennewick, WA 99336 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-27
WA RA APPROVED 1995-10-12
  • TX RA
    APPROVED_RES
    Since 2026-03-27
  • WA RA
    APPROVED
    Since 1995-10-12

Branch Locations

8203 W. Quinault Suite 700, Kennewick, WA 99336 • 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
Petersen Hastings Investment Management, Inc. Kennewick WA 11/2000 Present
Carlisle Social Investments Llc Kennewick WA 11/2000 Present
  • 11/2000 → Present
    Petersen Hastings Investment Management, Inc.
    Kennewick, WA
  • 11/2000 → Present
    Carlisle Social Investments Llc
    Kennewick, WA
Previous Registrations
  • 2000-12-20 → 2003-12-18
    Carlisle Social Investments, Llc
    Kennewick, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-15
S63 Uniform Securities Agent State Law Examination 1994-02-05
  • S65 Uniform Investment Adviser Law Examination
    1994-12-15
  • S63 Uniform Securities Agent State Law Examination
    1994-02-05

View on SEC IAPD

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