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Current Employers
Northwest Financial Advisors Llc

200 Spring Street Suite 120, Herndon, VA 20170 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-20
  • VA RA
    APPROVED
    Since 2026-04-20

Branch Locations

200 Spring Street Suite 120, Herndon, VA 20170 • 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
Northwest Federal Credit Union Herndon VA 08/2022 Present
Lpl Financial Llc Herndon VA 08/2022 Present
Unemployed Alexandria VA 05/2022 07/2022
United States Senate - Office Of Senator Cynthia Lummis Washington DC 01/2021 04/2022
Amazon Thornton CO 06/2019 12/2020
Berkadia Denver CO 06/2018 08/2018
Denver Theatrical Stage, Film & Exhibition Employees' Union Denver CO 03/2016 11/2016
University Of Colorado-Denver Denver CO 08/2013 05/2019
  • 08/2022 → Present
    Northwest Federal Credit Union
    Herndon, VA
  • 08/2022 → Present
    Lpl Financial Llc
    Herndon, VA
  • 05/2022 → 07/2022
    Unemployed
    Alexandria, VA
  • 01/2021 → 04/2022
    United States Senate - Office Of Senator Cynthia Lummis
    Washington, DC
  • 06/2019 → 12/2020
    Amazon
    Thornton, CO
  • 06/2018 → 08/2018
    Berkadia
    Denver, CO
  • 03/2016 → 11/2016
    Denver Theatrical Stage, Film & Exhibition Employees' Union
    Denver, CO
  • 08/2013 → 05/2019
    University Of Colorado-Denver
    Denver, CO
Other Businesses

1.07/30/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northwest Financial Advisors LLC; Investment Related; at Reported Business Location(s); Start Date 02/10/2023; 800hrs/mth; 800hrs during trading 2.05/14/2026; Northwest Financial Group, LLC; Other; Not Investment Related; at Reported Business Location(s); Start Date 05/01/2026; 160hrs/mth; 160hrs during trading 3.05/20/2026; (Hybrid) Northwest Financial Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/22/2024; 800hrs/mth; 800hrs during trading; I provide investment advisory services through Northwest Financial Advisors, an independent investment advisor firm. I started this business activity in 5/2026. 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. 4.07/22/2026; NW Insurance Agency LLC; Non-Variable Insurance; Not Investment Related; at Reported Business Location(s); Start Date 07/15/2026; 10hrs/mth; 5hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2023-10-26
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2023-10-26
Other Names
  • Nate Levin

View on SEC IAPD

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