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1104 North 35Th Avenue, Yakima, WA 98902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-08-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Yakima | WA | 05/2009 | 07/2020 |
| Capital Advisors Wealth Management, Llc | Yakima | WA | 08/2020 | Present |
REINHART ENTERPRISES LLC, INV. RELATED; YAKIMA, WA 98901, CO-OWNER OF LLC, WILL BUILD AND DEVELOP COMMERCIAL BUILDING, PASSIVE INVESTOR, NO TIME INVOLVED, START 1/03. CO-TRUSTEE ON CAPITAL ADVISORS WEALTH MANAGEMENT RETIREMENT SAVING PLAN 401K FOR MULTIPLE EMPLOYEES INCLUDING SELF; INVESTMENT RELATED; YAKIMA, WA; START DATE 1/1/08; 1 HR/MO; 0 DURING TRADING. SUMMIT CAPITAL ADVISORS II, INV RELATED, YAKIMA, WA, START 6/18/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. REINHART CAPITAL MANAGEMENT LLC, INV RELATED, YAKIMA, WA, 100% OWNERSHIP, START 5/25/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE MANAGER. KAZA,LLC; NOT INVESTMENT RELATED; YAKIMA,WA; 50% OWNERSHIP; START DATE 03/07/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; YAKIMA,WA; 50% OWNERSHIP; START DATE 03/07/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; YAKIMA,WA; 100% OWNERSHIP; START DATE 04/01/2019; NUMBER OF HOURS PER MONTH 1-2; NUMBER OF HOURS DURING TRADING 0; OWNER. CAPITAL ADVISORS WEALTH MANAGEMENT, LLC, INVT RELATED, YAKIMA, WA, 100% OWNERSHIP, START DATE 7/26/2020, 10 HRS PER MONTH, 10 HRS DURING TRADING, RIA ESTABLISHMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-13 |
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