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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2010-03-01 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nwam. Llc Dba Northwest Asset Management | Mercer Island | WA | 08/2008 | 12/2019 |
| Purshe Kaplan Sterling | Albany | NY | 08/2008 | 01/2025 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 01/2020 | Present |
(1) Plymouth Housing; Not Investment Related; 2113 3rd Avenue, Seattle, WA 98121; Non Profit Charity; Board Member and Chairman of the Investment Committee; 01/21/2022; 20hrs/mo; 0 hours during trading; Responsibilities include attending board meetings and working closely with the CFO and Finance department to coordinate the review of audits, budgeting, and forecasting with various committees and the Board. (2) NW Holdings Group Inc. Not Investment Related. 2835 82nd Ave SE, Suite 300, Mercer Island, WA 98040. President/Owner. Holding Company. Start 6/29/2022. 2 hours per month not during trading. Holding company only with the purpose of holding company stock and restructure organization to an S-corp. (3) Women in ETFs. Not investment related. Remote. Association. Pacific Northwest Co-head. 12/5/2024. Hrs/month 5 with 0 during trading hours. Develop and grow in WE Pacific NW chapter and encourage membership. Host association events and educational events around the Pacific NW. Develop and support mentorship opportunities with local colleges. (4) Capital Group RIA advisory group. Investment related. Same Address. Investment company. RIA Advisory Board Member. 5.28.2025. 2 hours per month, none during trading hours. Serve on the board, participate in discussions offering guidance and industry knowledge to support CCG and RIA business needs. Provide feedback on CCGs products, services, sales and marketing initiatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-21 |
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