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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 | 2019-03-26 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Des Moines, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Asset Management | Mercer Island | WA | 11/2018 | Present |
| Roy Street Coffee And Tea | Seattle | WA | 12/2018 | 03/2019 |
| Trader Joes | Shoreline | WA | 10/2018 | 12/2018 |
| Not Employed | Seattle | WA | 08/2018 | 10/2018 |
| Basepoint Wealth | Cedar Rapids | IA | 02/2018 | 07/2018 |
| Not Employed | Cedar Rapids | IA | 07/2017 | 01/2018 |
| Cfa Institute | Hyderabad, Telangana | 04/2017 | 06/2017 | |
| Payism Technologies India Pvt Ltd | Hyderabad, Telangana | 03/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-26 |
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