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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 | 2022-05-10 |
Branch Locations
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Snoqualmie, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 06/2014 | 05/2022 |
| Nwam, Llc Dba Northwest Asset Management | Mercer Island | WA | 05/2022 | Present |
Act of Giving; not investment-related; 2226 Eastlake Avenue #168, Seattle, WA 98102; non-profit 501(c3) giving circle; Executive Director; 9/1/2021; 4 hours per month, none during securities trading hours; manage tax-exempt application, bylaws, general maintenance, review of all committee work, and necessary process changes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
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