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8203 W Quinault Suite 101, Kennewick, WA 99336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-15 |
Branch Locations
8203 W Quinault Suite 101, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Kennewick | WA | 10/2019 | 08/2020 |
| J.P. Morgan Chase Bank, Na | Kennewick | WA | 10/2019 | 08/2020 |
| Numerica Credit Union | Kennewick | WA | 04/2018 | 01/2019 |
| New York Life Insurance Company | Kennewick | WA | 11/2013 | 01/2017 |
| Samuel Jaramillo | Kennewick | WA | 01/2017 | 05/2018 |
| Unemployed | Richland | WA | 01/2019 | 10/2019 |
| Cuso Financial Services, L.P. | Kennewick | WA | 04/2018 | 01/2019 |
| Nylife Securities Llc | Kennewick | WA | 11/2013 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kennewick | WA | 08/2020 | 05/2023 |
| Bank Of America, N.A. | Kennewick | WA | 09/2020 | 05/2023 |
| Petersen Hastings Wealth Advisors, Inc. | Kennewick | WA | 10/2024 | Present |
| Unemployed | Kennewick | WA | 06/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
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