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Advisor at NORTHWEST CAPITAL MANAGEMENT INC.
Lake Oswego, OR | Seattle, WA | OMAHA, NE | Vashon, WA | LAKE OSWEGO, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CWM, LLC | Bd affiliated wealth | Jun 12, 2023 | n/a | yes | Lake Oswego, OR|Vashon, WA|Seattle, WA|OMAHA, NE | Current employment |
| NORTHWEST CAPITAL MANAGEMENT INC. | Institutional manager | Aug 23, 2017 | n/a | yes | Seattle, WA|LAKE OSWEGO, OR|Vashon, WA | Current employment |
| HARBOUR INVESTMENT MANAGEMENT L.L.C. | Independent wealth | Mar 5, 2018 | Jan 4, 2019 | no | EDMONDS, WA | Previous registration |
| NORTHWEST CAPITAL MANAGEMENT INC. | Institutional manager | Aug 23, 2017 | Dec 31, 2017 | no | LAKE OSWEGO, OR | Previous registration |
| KUTSCHER BENNER BARSNESS & STEVENS, INC. | Independent wealth | Jun 18, 1999 | Apr 27, 2017 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HARBOUR INVESTMENT MANAGEMENT L.L.C. | CWM, LLC | Jan 4, 2019 | Jun 12, 2023 | 1,620 | Firm change after gap | RIA to ibd |
| KUTSCHER BENNER BARSNESS & STEVENS, INC. | NORTHWEST CAPITAL MANAGEMENT INC. | Apr 27, 2017 | Aug 23, 2017 | 118 | Firm change | Other |