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Current Employers
Northwest Asset Management

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-28
  • WA RA
    APPROVED
    Since 2025-08-28

Branch Locations

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Puyallup, WA • 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
Full-Time Student Puyallup WA 08/2012 12/2021
Investors Portfolio Services Puyallup WA 12/2020 08/2025
Fortune Financial Services Monaca PA 01/2023 12/2023
Investors Portfolio Services Puyallup WA 03/2024 08/2025
Northwest Asset Management Mercer Island WA 08/2025 Present
  • 08/2012 → 12/2021
    Full-Time Student
    Puyallup, WA
  • 12/2020 → 08/2025
    Investors Portfolio Services
    Puyallup, WA
  • 01/2023 → 12/2023
    Fortune Financial Services
    Monaca, PA
  • 03/2024 → 08/2025
    Investors Portfolio Services
    Puyallup, WA
  • 08/2025 → Present
    Mercer Island, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12
Other Names
  • Haleigh P Thompson

View on SEC IAPD

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