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Lavelle Blair West

West Invest

Bellingham, WA

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Current Employers
West Invest

1801 F Street, Bellingham, WA 98225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-09-06
  • WA RA
    APPROVED
    Since 2023-09-06

Branch Locations

1801 F Street, Bellingham, WA 98225 • 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
Mistras Group Bellingham WA 04/2013 03/2017
Lpl Financial, Llc Bellingham WA 05/2016 Present
Northwest Wealth Advisors Bellingham WA 09/2023 Present
  • 04/2013 → 03/2017
    Mistras Group
    Bellingham, WA
  • 05/2016 → Present
    Lpl Financial, Llc
    Bellingham, WA
  • 09/2023 → Present
    Northwest Wealth Advisors
    Bellingham, WA
Other Businesses

1. 6/16/2017 - West Invest - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 07/01/2017 - 160 Hours Per Month During Securities Trading. 2. 11/7/2018 - West Wealth Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/22/2018 - 10 Hours Per Month/10 Hours During Securities Trading. 3. 06/30/2025 - Mountain View Insurance - Non Investment Related - At Reported Business Location(s) - Insurance Agency - Governor, Owner, Producer, Insurance Agent - Start Date - 01/01/2019 - 10 Hours Per Month/10 Hours During Securities Trading 4. 08/18/2023 - No Business Name - Real Estate Rental - Investment Related - Ferndale, WA - Start Date 05/01/2023 - 0 Hours Per Month/ During Trading 5. 10/11/2023 - Northwest Wealth Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Northwest Wealth Advisors, an independent investment advisor firm. I started this business activity in 9/20023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 12/06/2023 - West Invest, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 0 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-27
  • S66 Uniform Combined State Law Examination
    2016-06-27
Designations

View on SEC IAPD

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