Best Investors Account Sign in
Current Employers
Northwest Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-01-27
TX RA APPROVED_RES 2019-05-09
WA RA APPROVED 2018-04-12
  • ID RA
    APPROVED
    Since 2023-01-27
  • TX RA
    APPROVED_RES
    Since 2019-05-09
  • WA RA
    APPROVED
    Since 2018-04-12

Branch Locations

Liberty Lake, 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
Merriman Wealth Management, Llc Spokane WA 04/2016 Present
Northwest Asset Management Mercer Island WA 04/2018 Present
  • 04/2016 → Present
    Merriman Wealth Management, Llc
    Spokane, WA
  • 04/2018 → Present
    Mercer Island, WA
Previous Registrations
  • 2016-04-11 → 2018-04-10
    Merriman
    Spokane, WA
  • 2013-11-06 → 2016-04-04
    Summit Capital Management Llc
    Seattle, WA
  • 2009-06-12 → 2013-10-04
    Ic Advisory Services, Inc.
    Liberty Lane, WA
    Bedminster, NJ
  • 2009-06-01 → 2009-06-23
    Coeur D'ALene, ID
  • 2007-01-08 → 2009-06-01
    Coeur D'ALene, ID
  • 2002-03-26 → 2007-01-22
    Coeur D'ALene, ID
    Coeur D'ALene, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-11
S63 Uniform Securities Agent State Law Examination 1985-05-04
  • S65 Uniform Investment Adviser Law Examination
    1998-03-11
  • S63 Uniform Securities Agent State Law Examination
    1985-05-04

View on SEC IAPD

More in Liberty Lake, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor