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Kristi Jayne Huizenga

West Invest

Bellingham, WA

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Current Employers
West Invest

1801 F Street, Bellingham, WA 98225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-23
  • WA RA
    APPROVED
    Since 2025-01-23

Branch Locations

1801 F Street, Bellingham, WA 98225 • 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
Clarity Capital Management Bellingham WA 07/2018 02/2023
Callen Chiropractic Bellingham WA 04/2018 06/2018
Asphalt Industries Bellingham WA 08/2016 04/2018
Whatcom Occupational Health Bellingham WA 03/2014 08/2016
Lpl Financial Bellingham WA 08/2018 09/2022
Securities America, Inc. Bellingham WA 09/2022 02/2023
Moloney Securities Co., Inc. Manchester MO 03/2023 03/2024
Salish Wealth Management Bellingham WA 03/2023 03/2024
West Invest Bellingham WA 04/2024 09/2024
Lpl Financial Bellingham WA 03/2024 Present
West Invest Bellingham WA 09/2024 Present
  • 07/2018 → 02/2023
    Clarity Capital Management
    Bellingham, WA
  • 04/2018 → 06/2018
    Callen Chiropractic
    Bellingham, WA
  • 08/2016 → 04/2018
    Asphalt Industries
    Bellingham, WA
  • 03/2014 → 08/2016
    Whatcom Occupational Health
    Bellingham, WA
  • 08/2018 → 09/2022
    Lpl Financial
    Bellingham, WA
  • 09/2022 → 02/2023
    Securities America, Inc.
    Bellingham, WA
  • 03/2023 → 03/2024
    Moloney Securities Co., Inc.
    Manchester, MO
  • 03/2023 → 03/2024
    Salish Wealth Management
    Bellingham, WA
  • 04/2024 → 09/2024
    Bellingham, WA
  • 03/2024 → Present
    Lpl Financial
    Bellingham, WA
  • 09/2024 → Present
    Bellingham, WA
Other Businesses

1- 04/2024 / Notary / Investment Related / 1 hr mnth 2- 04/2024 / West Invest / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hr mnth / 8 hr during trading 3- 05/02/2024 - Northwest Wealth Advisors - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Northwest Wealth Advisors, an independent investment advisor firm. I started this business activity in 4/2024. 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- 05/09/2024 - Northwest Wealth Advisors - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/08/2024 - 160 Hours Per Month/ 8 Hours During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-17
  • S66 Uniform Combined State Law Examination
    2024-06-17

View on SEC IAPD

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