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Current Employers
Pacific Wealth Advisory, Llc

12121 E Broadway Ave Bldg 5A, Spokane Valley, WA 99206 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-03-08
  • WA RA
    APPROVED
    Since 2024-03-08

Branch Locations

12121 E Broadway Ave Bldg 5A, Spokane Valley, WA 99206 • 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
Butler, Robinson & Associates Ps Cpas Spokane Valley WA 12/2013 08/2021
Stauffer & Associates, Pllc Spokane Valley WA 08/2021 11/2022
Thrive Cpa, Pllc Spokane Valley WA 11/2022 12/2023
Pacific Welath Advisory, Pllc Spokane Valley WA 01/2024 Present
Thrive Cpa, Pllc Spokane Valley WA 01/2024 Present
  • 12/2013 → 08/2021
    Butler, Robinson & Associates Ps Cpas
    Spokane Valley, WA
  • 08/2021 → 11/2022
    Stauffer & Associates, Pllc
    Spokane Valley, WA
  • 11/2022 → 12/2023
    Thrive Cpa, Pllc
    Spokane Valley, WA
  • 01/2024 → Present
    Pacific Welath Advisory, Pllc
    Spokane Valley, WA
  • 01/2024 → Present
    Thrive Cpa, Pllc
    Spokane Valley, WA
Other Businesses

-Thrive CPA, PLLC -This business is not investment-related. -Located at 12121 E Broadway Ave, BLDG 5A, Spokane Valley, WA 99206 -CPA Firm -Title: Partner -Relationship: Equity Partner -January 1, 2024 -150 hours per month with 140 during securities trading hours -He will offer Clients services from those activities as a CPA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19

View on SEC IAPD

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