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Reading the graph
Advisor at NORTHWEST CAPITAL MANAGEMENT INC.
LAKE OSWEGO, OR | Port Orchard, WA | OMAHA, NE | 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 |
|---|---|---|---|---|---|---|
| NORTHWEST CAPITAL MANAGEMENT INC. | Institutional manager | Apr 26, 2024 | n/a | yes | Port Orchard, WA|LAKE OSWEGO, OR | Current employment |
| CWM, LLC | Bd affiliated wealth | Apr 23, 2024 | n/a | yes | Lake Oswego, OR|Port Orchard, WA|OMAHA, NE | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | May 31, 2002 | Apr 15, 2024 | no | OLYMPIA, WA|PORT ORCHARD, WA|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | CWM, LLC | Apr 15, 2024 | Apr 23, 2024 | 8 | Firm change | Other |