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PETERSEN HASTINGS WEALTH ADVISORS, INC.

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Company Details

Legal Name: PETERSEN HASTINGS WEALTH ADVISORS, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: July 7th 1983
Expiration date: 31 Jul 2026
UBI Number: 600 597 504
ZIP code: 99336
City: Kennewick
County: BENTON
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 8203 W QUINAULT AVE STE 101, KENNEWICK, WA, 99336-7117, UNITED STATES

Contact Details

E-Mail: SAVANNAHF@PETERSENHASTINGS.COM
AP@PETERSENHASTINGS.COM
Phone Number: +1 509-735-0484

Nature of Business

Administration & Business Support Services, Any Lawful Purpose

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Registered Agent Information

Name Role
GRAVIS LAW, PLLC Registered Agent

Key Officers & Management

Name Role Address
SCOTT SARBER Governing Person 70003 WE 7163 PR NE, RICHLAND, WA, 99352, UNITED STATES
BLAINE CARR Governing Person -
MATTHEW NEFF Governing Person -
MATTHEW PETERSEN Governing Person -

Form 5500 Series

Employer Identification Number (EIN):
911216229
Plan Year:
2010
Number Of Participants:
23
Sponsor's telephone number:
Plan Administrator / Signatory:
BLAINE CARR(Plan administrator)
Plan Year:
2009
Number Of Participants:
26
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
BLAINE CARR(Plan administrator)

History

Type Old value New value Date of change
Name change PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. PETERSEN HASTINGS WEALTH ADVISORS, INC. 2024-01-13

Trademarks

Serial Number:
98372016
Mark:
WHERE YOU'RE INVESTED
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-01-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WHERE YOU'RE INVESTED

Goods And Services

For:
Financial advice relating to tax; Financial portfolio analysis services; Financial portfolio management; Investment advisory services; Investment banking servic...
First Use:
2023-11-30
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
First Use:
2023-11-30
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
98372012
Mark:
PETERSEN HASTINGS WEALTH ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-01-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PETERSEN HASTINGS WEALTH ADVISORS

Goods And Services

For:
Financial advice relating to tax; Financial portfolio analysis services; Financial portfolio management; Investment advisory services; Investment banking servic...
First Use:
2023-11-30
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
First Use:
2023-11-30
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
98372011
Mark:
PH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-01-23
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
PH

Goods And Services

For:
Financial advice relating to tax; Financial portfolio analysis services; Financial portfolio management; Investment advisory services; Investment banking servic...
First Use:
2023-11-30
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
First Use:
2023-11-30
International Classes:
035 - Primary Class
Class Status:
Active
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