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Inactive

Andrew J Bloom

Mb Gen Wealth

Spokane, WA

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Current Employers
Mb Gen Wealth

111 S. Post Street Suite 2250, Spokane, WA 99201-6021 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-09-07
TX RA APPROVED 2023-09-07
WA RA APPROVED 2023-09-07
  • HI RA
    APPROVED
    Since 2023-09-07
  • TX RA
    APPROVED
    Since 2023-09-07
  • WA RA
    APPROVED
    Since 2023-09-07

Branch Locations

111 S. Post Street Suite 2250, Spokane, WA 99201-6021 • 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
Merriman Wealth Management, Llc Spokane WA 07/2016 01/2019
Merriman Wealth Management, Llc Seattle WA 01/2019 Present
  • 07/2016 → 01/2019
    Merriman Wealth Management, Llc
    Spokane, WA
  • 01/2019 → Present
    Merriman Wealth Management, Llc
    Seattle, WA
Previous Registrations
  • 2016-04-08 → 2023-10-02
    Merriman
    Seattle, WA
    Spokane, WA
  • 2012-05-21 → 2016-04-06
    Summit Capital Management Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-18
  • S65 Uniform Investment Adviser Law Examination
    2012-05-18
Designations
Other Names
  • Andy Bloom

View on SEC IAPD

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Other Offices

VORPAHL WING ADVISORS, INC. · SPOKANE, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPOKANE, WA
LPL FINANCIAL LLC · SPOKANE, WA
LPL FINANCIAL LLC · SPOKANE, WA
LPL FINANCIAL LLC · Spokane, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Spokane, WA
OSAIC WEALTH, INC. · SPOKANE, WA
OSAIC ADVISORY SERVICES, LLC · Spokane, WA

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