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Robert Morgan Myrick

Nwt Advisors, LLC

Duvall, WA

CRD 1289814

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Employer firm

Nwt Advisors, LLC CRD 151192

$18.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Nwt Advisors, Llc

15315 1St Ave Ne Ste 205B, Duvall, WA 98019 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2011-05-12
  • WA RA
    APPROVED
    Since 2011-05-12

Branch Locations

15315 1St Ave Ne Ste 205B, Duvall, WA 98019 • 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
Nwt Advisors, Llc Duvall WA 05/2011 Present
Accounting & Tax Pro Inc Bellevue WA 01/2016 Present
  • 05/2011 → Present
    Duvall, WA
  • 01/2016 → Present
    Accounting & Tax Pro Inc
    Bellevue, WA
Previous Registrations
  • 2009-09-29 → 2011-05-13
    Monticello Investment Services, Inc.
    Neosho, MO
  • 2002-02-04 → 2009-09-03
    Mutual Service Corporation
    Renton, WA
Other Businesses

ROBERT MYRICK, CFP, EA, INCOME TAX PREPARATION, 12505 NE Bel Red Road, Bellevue, WA 98005 WA. 5-10 HOURS PER MONTH, 0 hours during trading hours. Licensed insurance producer-markets, sells, and services life insurance and annuity products through insurance carriers/agencies. Compensation is commission/trails from carriers; does not provide investment advisory services under this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-22
  • S63 Uniform Securities Agent State Law Examination
    1984-08-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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