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Current Employers
Northwest Investment Advisors, Inc.

9 S Washington St Suite 210, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-10-10
MT RA APPROVED 2008-10-20
  • WA RA
    APPROVED
    Since 2023-10-10
  • MT RA
    APPROVED
    Since 2008-10-20

Branch Locations

9 S Washington St Ste 210, Spokane, WA 99201 • United States

Missoula, MT • United States

9 S Washington St Suite 210, Spokane, WA 99201 • 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
Northwest Investment Advisors, Inc. Spokane WA 03/2008 Present
Northwest Investment Advisors, Inc. Spokane WA 10/2008 Present
Other Businesses

VARIOUS LIFE INSURANCE COMPANIES Rental Income. Non investment related. 707 North Electric Street, West Yellowstone, MT 59758. Single family residential rental. Rep and spouse are the owners. Start date 4-1-2024. Hours devoted to the business range between 0 and 10 hours per month. Duties include: collect and distribute rental income; cleaning and maintaining the property for current and future tenants. May require travel to/from location on an as needed basis.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-26
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2008-09-26
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12

View on SEC IAPD

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