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Spokane, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-04-11 |
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 1993-08-20 |
Branch Locations
203 N Washington St Suite 200Q, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peterson Investment Management Inc. | Spokane | WA | 07/1993 | Present |
| Karel Capital, Inc. | Spokane | WA | 09/2020 | Present |
Karel Capital, Inc., investment related, 204 W 16th Ave, Spokane WA. The firm is a RIA. I am a non-employee IAR serving a business continuity and succession plan. I have no daily responsibilities or time spent serving the RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-04 |
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