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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 | 2024-03-05 |
| ID | RA | APPROVED | 2024-03-04 |
Branch Locations
Idaho Falls, ID • 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 |
|---|---|---|---|---|
| Peach City | Brigham City | UT | 08/2016 | 07/2019 |
| Snow College | Ephraim | UT | 07/2019 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2021 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Farmington | UT | 12/2021 | 10/2023 |
| Sawyere Cade Monson | Ogden | WI | 02/2022 | 10/2023 |
| Kyle Burton | Ogden | UT | 04/2022 | 10/2023 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 10/2023 | Present |
| Vine Ventures Llc | Idaho Falls | ID | 11/2024 | Present |
Vine Ventures LLC; not investment-related; Idaho Falls, ID; Online sales of decorative templates; Owner; Start Date: 11/24/24; 2 hours per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-10 |
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