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Emily Paige West Schultz

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 2024-01-31
  • WA RA
    APPROVED
    Since 2024-01-31

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
West Invest Bellingham WA 04/2021 Present
Whatcom County Bellingham WA 04/2018 04/2021
Anderson Paper & Packaging Ferndale WA 08/2016 04/2018
Lpl Financial Llc Bellingham WA 03/2021 Present
Northwest Wealth Advisors, Llc Bellingham WA 09/2023 Present
  • 04/2021 → Present
    Bellingham, WA
  • 04/2018 → 04/2021
    Whatcom County
    Bellingham, WA
  • 08/2016 → 04/2018
    Anderson Paper & Packaging
    Ferndale, WA
  • 03/2021 → Present
    Lpl Financial Llc
    Bellingham, WA
  • 09/2023 → Present
    Northwest Wealth Advisors, Llc
    Bellingham, WA
Other Businesses

1- 03/2021 / Westinvestwealth / DBA for LPL Business (entity for LPL business) / Investment Related / BELLINGHAM, WA 2- 03/2021 / West Invest / DBA for LPL Business (entity for LPL business) / Investment Related / BELLINGHAM, WA 3- 4/12/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary - Notary - Start Date - 12/04/2022 - 0 Hours Per Month/0 Hours During Securities Trading - Notary Public 4- 11/30/2023 - Northwest Wealth Advisors, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 40 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Northwest Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 40 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. 5- 12/06/2023 - West Invest, LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 40 Hours Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Emily Paige West
  • Emily Paige Schultz
  • Emily P West

View on SEC IAPD

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