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Gabriella Sheffield

Northwest Asset Management

Mercer Island, WA

Huntington Beach, CA

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Current Employers
Northwest Asset Management

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-03-10
NH RA APPROVED 2019-05-01
TX RA APPROVED 2018-10-16
CA RA APPROVED 2018-02-26
  • AZ RA
    APPROVED
    Since 2023-03-10
  • NH RA
    APPROVED
    Since 2019-05-01
  • TX RA
    APPROVED
    Since 2018-10-16
  • CA RA
    APPROVED
    Since 2018-02-26

Branch Locations

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Huntington Beach, CA • 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 Asset Management Mercer Island WA 02/2018 Present
Advanced Practice Advisors, Llc La Quinta CA 05/2016 02/2018
  • 02/2018 → Present
    Northwest Asset Management
    Mercer Island, WA
  • 05/2016 → 02/2018
    Advanced Practice Advisors, Llc
    La Quinta, CA
Previous Registrations
  • 2016-05-19 → 2018-06-25
    Advanced Practice Advisors, Llc
    La Quinta, CA
  • 2014-10-31 → 2016-05-19
    Gupta Wealth Management, Llc
    San Diego, CA
  • 2012-08-24 → 2014-09-29
    Ubs Financial Services Inc.
    San Diego, CA
  • 2009-10-23 → 2012-09-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    La Jolla, CA
    La Jolla, CA
    San Diego, CA
  • 2008-01-22 → 2009-10-23
    Banc Of America Investment Services, Inc.
    San Diego, CA
    Carlsbad, CA
    La Jolla, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-18
  • S66 Uniform Combined State Law Examination
    2008-01-18
Designations

View on SEC IAPD

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