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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-28 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
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