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James Thomas Lieuallen

Petersen Hastings Wealth Advisors, Inc.

Kennewick, WA

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Current Employers
Petersen Hastings Wealth Advisors, Inc.

8203 W Quinault Suite 101, Kennewick, WA 99336 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-04-26
  • WA RA
    APPROVED
    Since 2023-04-26

Branch Locations

8203 W Quinault Suite 101, Kennewick, WA 99336 • 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
Baker Boyer National Bank Walla Walla WA 04/2013 03/2023
Petersen Hastings Investment Management, Inc. Walla Walla WA 03/2023 Present
  • 04/2013 → 03/2023
    Baker Boyer National Bank
    Walla Walla, WA
  • 03/2023 → Present
    Petersen Hastings Investment Management, Inc.
    Walla Walla, WA
Other Businesses

JTL Farming Inc., President 2020 - Present Lieuallen Ranch Inc., President 2020 - Present Both entities engage primarily in agriculture. Family farm, currently leased in crop share rental agreement. Non Investment related, does not affect work hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-26
  • S65 Uniform Investment Adviser Law Examination
    2023-04-26
Other Names
  • J.T. Lieuallen

View on SEC IAPD

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