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LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

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Company Details

Legal Name: LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Jurisdiction: WASHINGTON
Entity Type: WA PROFESSIONAL LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: December 12th 2000
Expiration date: 31 Dec 2025
UBI Number: 602 083 855
ZIP code: 98902
City: Yakima
County: YAKIMA
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 3908 CREEKSIDE LOOP STE 100, YAKIMA, WA, 98902-4862, UNITED STATES

Contact Details

E-Mail: JOY@ERICKEY.COM
Phone Number: +1 509-972-3686

Nature of Business

Other Services, REGISTERED INVESTMENT ADVISORY FIRM

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Registered Agent Information

Name Role Address
JOY S STENEHJEM Registered Agent 3908 CREEKSIDE LOOP STE 100, YAKIMA, WA, 98902-4862, UNITED STATES

Key Officers & Management

Name Role
JOY S STENEHJEM Governing Person
BENJAMIN RICKEY Governing Person
MATTHEW HARGREAVES Governing Person
SUSAN VAN TRESS Governing Person

Central Index Key

CIK number:
0001731447
Phone:
509-972-3686

Latest Filings

Form type:
13F-HR
File number:
028-18577
Filing date:
2025-07-14
File:
Form type:
13F-HR
File number:
028-18577
Filing date:
2025-04-15
File:
Form type:
13F-HR
File number:
028-18577
Filing date:
2025-01-16
File:

Form 5500 Series

Employer Identification Number (EIN):
912094106
Plan Year:
2024
Number Of Participants:
16
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JOY STENEHJEM(Plan administrator)
Plan Year:
2023
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JOY STENEHJEM(Plan administrator)
Plan Year:
2022
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JOY STENEHJEM(Plan administrator)
Plan Year:
2021
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JOY STENEHJEM(Plan administrator)
Plan Year:
2020
Number Of Participants:
14
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
JOY STENEHJEM(Plan administrator)

Trademarks

Serial Number:
86747183
Mark:
PATHWAY ACCOUNT
Status:
Registration cancelled because registrant did not file an acceptable d...
Mark Type:
Service Mark
Application Filing Date:
2015-09-03
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PATHWAY ACCOUNT

Goods And Services

For:
Provide financial planning and financial asset management services based on a subscription fee
First Use:
2016-11-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
86747141
Mark:
BEST PATH FORWARD
Status:
Abandoned because the applicant failed to respond or filed a late resp...
Mark Type:
Service Mark
Application Filing Date:
2015-09-03
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BEST PATH FORWARD

Goods And Services

For:
Financial advisory and consultancy services
First Use:
2016-08-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
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