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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-10-19 |
Branch Locations
205 E Benson Blvd Suite 228, Anchorage, AK 99503 • United States
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2015 | 10/2023 |
| Nwam, Llc Dba Northwest Asset Management | Anchorage | AK | 10/2023 | Present |
(1) North Frontier Advisory Group, LLC; not investment-related; same address; ownership related LLC for self employment; Owner; Start date: 9/15/23; approximately 3 hours per month, none during securities trading hours. North Frontier Advisory Group, LLC is not a registered investment adviser. Sam Olson conducts all investment advisory activities through NWAM, LLC dba Northwest Asset Management. (2) Alaska Golf Association; not investment-related; 11801 Brayton Drive Anchorage, AK 99516;To help with running the USGA core directives of growing the game of golf in Alaska; Director of Finance; 1/1/2025; 15 hours per month, none during securities trading hours; voting member. To oversee the quickbooks and finances of the AGA. I do not have check writing or access to the actual funds of the AGA. I'm only here to make sure the association stays solvent, create projected budgets, and ensure the transactions are accurate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-05 |
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