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1801 F Street, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mistras Group | Bellingham | WA | 04/2013 | 03/2017 |
| Lpl Financial, Llc | Bellingham | WA | 05/2016 | Present |
| Northwest Wealth Advisors | Bellingham | WA | 09/2023 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-27 |
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