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Current Employers
Northwest Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-06-10
  • WA RA
    APPROVED
    Since 2022-06-10

Branch Locations

Carnation, WA • United States

2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • 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
OrganizationCityStateFromTo
Nwam, Llc Dba Northwest Asset Management Mercer Island WA 09/2018 Present
Paul R. Reid Financial Group, Llc Bellevue WA 12/2015 08/2018
  • 09/2018 → Present
    Nwam, Llc Dba Northwest Asset Management
    Mercer Island, WA
  • 12/2015 → 08/2018
    Paul R. Reid Financial Group, Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
Other Names
  • Kimberley S Trejo
  • Kimberley S Holmes
  • Kimberly S Trejo
  • Kimberley S Beauregard

View on SEC IAPD

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