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1801 F Street, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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