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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| OK | RA | APPROVED | 2024-08-12 |
Branch Locations
Oklahoma City, OK • 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 |
|---|---|---|---|---|
| Kpmg Llp | Oklahoma City | MO | 09/2008 | 03/2020 |
| Full Sail Capital, Llc | Oklahoma City | OK | 06/2020 | 07/2024 |
| Nwam, Llc Dba Northwest Asset Management | Oklahoma City | OK | 08/2024 | Present |
1) INFANT CRISIS SERVICES; 4224 N. LINCOLN BLVD, OKC, OK, 73105; NOT FOR PROFIT; NOT INVESTMENT-RELATED; CHARITABLE ROLE; AUDIT COMMITTEE CHAIR, ENDOWMENT TASK FORCE CHAIR, & BOARD MEMBER; START DATE: 06/2019; SPEND APPROXIMATELY 6-12 HOURS, 2-3 TIMES/YR; OWNERSHIP: NO; COMPENSATION: NO HOURS DURING TRADING HOURS; LESS THAN 5% OF TOTAL TIME 2) DEAN MCGEE EYE INSTITUTE; 608 STANTON L YOUNG BLVD, OKLAHOMA CITY, OKLAHOMA 73104; NOT FOR PROFIT; NOT INVESTMENT-RELATED; BOARD MEMBER ON A NON-PROFIT; FOUNDATION BOARD OF DIRECTORS; SPEND LESS THAN 10 HOURS A MONTH; START DATE 10/2023; LESS THAN 1 HOUR DURING SECURITITES TRADING HOUR; OWNERSHIP: NONE; LESS THAN 10% OF TOTAL TIME; NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
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