Inactive

Simon Bortcosh

Northwest Asset Management

Mercer Island, WA

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Current Employers

Northwest Asset Management

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-11-25
CA	RA	APPROVED	2024-11-22

WA RA
APPROVED

Since 2024-11-25
CA RA
APPROVED

Since 2024-11-22

Branch Locations

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States

San Diego, CA • 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

Organization	City	State	From	To
Nwam, Llc Dba Northwest Asset Management	Mercer Island	WA	04/2023	11/2024
Fisher Investments	Camas	WA	09/2021	03/2023
Uline	Ontario	CA	06/2020	08/2020
Grocery Outlet	San Jose	CA	08/2018	03/2020
Vans	Temecula	CA	05/2017	08/2017
N/A	San Jose	CA	08/2017	05/2021
N/A	Temecula	CA	05/2021	09/2021
San Jose State University	San Jose	CA	08/2017	08/2018
N/A	Temecula	CA	10/2014	08/2017
Nwam, Llc Dba Northwest Asset Management	Mercer Island	WA	11/2024	Present

04/2023 → 11/2024

Nwam, Llc Dba Northwest Asset Management

Mercer Island, WA
09/2021 → 03/2023

Fisher Investments

Camas, WA
06/2020 → 08/2020

Uline

Ontario, CA
08/2018 → 03/2020

Grocery Outlet

San Jose, CA
05/2017 → 08/2017

Vans

Temecula, CA
08/2017 → 05/2021

N/A

San Jose, CA
05/2021 → 09/2021

N/A

Temecula, CA
08/2017 → 08/2018

San Jose State University

San Jose, CA
10/2014 → 08/2017

N/A

Temecula, CA
11/2024 → Present

Nwam, Llc Dba Northwest Asset Management

Mercer Island, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-22

S65 Uniform Investment Adviser Law Examination

2024-11-22

View on SEC IAPD

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