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Aloft Financial CRD 332450
$11.0M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Doswell, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-27 |
| VA | RA | APPROVED | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Financial Choices Llc | Bellevue | WA | 06/2004 | Present |
| Northwest Tax Choices | Renton | WA | 01/2010 | Present |
Owner/CPA of Northwest Tax Choices, providing tax return consulting and preparation services. Owner of Northwest Tax Strategies LLC, providing tax return consulting and preparation services. Owner Northwest Financial Choices LLC, an investment advisor registered in Washington and Virginia. Same address. Intent is to wind down Northwest Financial Choices within 12 months and close that business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-14 |
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