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Current Employers
Lodestone Wealth Management Llc

9 S Washington St Ste 211, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2011-05-19
WA RA APPROVED 2011-05-19
  • ID RA
    APPROVED
    Since 2011-05-19
  • WA RA
    APPROVED
    Since 2011-05-19

Branch Locations

Carlton, WA • United States

9 S Washington St Ste 211, Spokane, WA 99201 • 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
Lodestone Wealth Management, Llc Spokane WA 05/2011 Present
Northwest Investment Advisors, Inc. Spokane WA 06/2013 Present
Previous Registrations
Other Businesses

INVESTMENT RELATED: LODESTONE WEALTH MANAGEMENT LLC 9 SOUTH WASHINGTON STREET, SUITE 211 SPOKANE, WA 99201. INVESTMENT ADVISORY. POSITION: SALES ASSISTANT START DATE: 07/2021 HOURS PER MONTH: 140 DURING TRADING HOURS: 6 BOOKS AND RECORDS ALL OFFICE DUTIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-04
  • S66 Uniform Combined State Law Examination
    2011-03-04
Other Names
  • Kristy Lynn Maples
  • Kristy Lynn Paulus

View on SEC IAPD

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