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203 N Washington St Suite 200Q, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2012-06-07 |
Branch Locations
203 N Washington St Suite 200Q, Spokane, WA 99201 • United States
Spokane, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2020-11-23 |
Branch Locations
Spokane, WA • United States
601 W Main Ave Ste 818, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karel Capital, Inc. | Spokane | WA | 11/1988 | Present |
| Silicon Valley Wealth Advisors, Llc | San Jose | CA | 12/2012 | 11/2018 |
| Peterson Investment Management, Inc. | Spokane | WA | 09/2020 | Present |
Peterson Investment Management. Investment related, 4325 E 24th Lane, Spokane, WA 99223. The firm is a registered investment adviser. I am a non-employee IAR serving as the alternate for Peterson's business continuity and succession plan, if triggered. I have no daily responsibilities or currently spend any time serving the RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-01 |
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