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1801 F Street, Bellingham, WA 98225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2019 | 03/2020 |
| Northwestern Mutual Investment Services Llc | Bellingham | WA | 08/2019 | 03/2020 |
| Hunnicutts Inc | Bellingham | WA | 06/2017 | 04/2019 |
| Western Washington University | Bellingham | WA | 01/2013 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellingham | WA | 03/2020 | 02/2022 |
| Bank Of America, N.A. | Bellingham | WA | 05/2020 | 02/2022 |
| People's Bank | Bellingham | WA | 02/2022 | 11/2023 |
| Lpl | Lynden | WA | 03/2022 | Present |
| Northwestern Mututal | Bellingham | WA | 02/2019 | 02/2020 |
| Lpl Financial - Peoples Investments | Bellingham | WA | 02/2022 | 11/2023 |
| West Invest | Bellingham | WA | 11/2023 | Present |
| Northwest Wealth Advisors, Llc | Bellingham | WA | 11/2023 | Present |
1. 12/14/2023 - West Invest - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 11/1/2023 - 160 Hrs/Mo; 40 Hrs During Trading. 2. 12/27/2023 - Northwest Wealth Advisors LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Licensed Admin - Started: 11/1/2023 - 160 Hrs/mo; 40 Hrs During Trading - I provide administrative support to Northwest Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 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. 3. 12/27/2023 - Northwest Wealth Advisors DBA West Invest LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin - Started: 11/1/2023 - 160 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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