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2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED_RES | 2019-05-09 |
| WA | RA | APPROVED | 2018-04-12 |
Branch Locations
Liberty Lake, WA • United States
2835 82Nd Avenue Se Ste 100, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Spokane | WA | 04/2016 | Present |
| Northwest Asset Management | Mercer Island | WA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-04 |
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