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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-12 |
| WA | RA | APPROVED | 2023-06-12 |
Branch Locations
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035 • United States
Vashon, WA • United States
601 Union Street, Ste. 2600, Seattle, WA 98101 • United States
14600 Branch St., Omaha, NE 68154 • United States
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-02-10 |
| WA | RA | APPROVED | 2017-08-23 |
Branch Locations
601 Union Street Suite 2600, Seattle, WA 98101 • United States
1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035 • United States
Vashon, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kutscher Rhodes & Benner, Inc. | Seattle | WA | 04/1999 | 04/2017 |
| Northwest Capital Management, Inc. | Portland | OR | 08/2017 | 06/2023 |
| Self-Employed | Vashon | WA | 04/2017 | 08/2017 |
| Cwm, Llc | Omaha | NE | 06/2023 | Present |
| Northwest Capital Management | 601 Union Street, Ste. 2600 | WA | 06/2023 | Present |
NAME OF BUSINESS: Quartermaster Yacht Club NATURE: Non-profit START: 11/15/2024 POSITION: Treasurer APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Supervise accounting functions, provide strategic accounting advice to the board, report to the membership and the board. NAME OF BUSINESS: N/A NATURE: Trustee for JOSHUA N. VANDERMAY FAMILY TRUST START: 6/2/25 POSITION: Trustee APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Trustee NAME OF BUSINESS: N/A NATURE: Trustee for the MIKHIEL V. PHILLIPS FAMILY TRUST START: 6/2/25 POSITION: Trustee APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-03 |
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