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Richland, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-30 |
Branch Locations
Richland, WA • United States
8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States
Richland, WA • United States
8105 Rasor Blvd. Box #87, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
Richland, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petersen Hastings Investment Management | Kennewick | WA | 07/2010 | 01/2017 |
| Northwest Farm Credit Service | Pasco | WA | 02/2017 | 03/2020 |
| Hfg Trust | Kennewick | WA | 04/2020 | 01/2024 |
| Prime Wealth Management | Kennewick | WA | 06/2021 | 01/2024 |
| Sk Advisor Network | Plano | TX | 01/2024 | Present |
| Pomona Wealth Management | Richland | WA | 01/2024 | Present |
| Nfwm | Plano | TX | 04/2024 | Present |
NAME OF OTHER BUSINESS: HFG Trust LLC, INVESTMENT RELATED: Yes, ADDRESS: 8131 W Grandridge Blvs, Kennewick WA 99336, NATURE OF BUSINESS: Trust company POSITION/TITLE/RELATIONSHIP: Employee/Director of Investments, START DATE: 04/2016, APPROX NUMBER OF HOURS PER MONTH: 160, BRIEF DESCRIPTION OF DUTIES: Investment research and portfolio manager.. APPROX NUMBER OF HOURS DEVOTED TO DURING TRADING HOURS: 6
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-23 |
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