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Mary Johnson
MARY TALBOTT JOHNSON, MARY JOHNSON
CRD#: 6617193
IA
Investment Adviser
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Previous Broker
CWM, LLCCRD#: 155344 1 Centerpointe Drive, Ste. 115
Lake Oswego, OR 97035
Registration History
201620172018201920202021202220232024202520262 FIRMS2016 - 2019 (3 years)2 FIRMS2019 - 2019 (<1 year)IACWM, LLC (CRD# 155344)2023 - Present (1 year)IANORTHWEST CAPITAL MANAGEMENT INC. (CRD# 108091)2021 - Present (3 years)IAPARCION PRIVATE WEALTH LLC (CRD# 305115)2020 - 2021 (1 year)
License(s)

State Registrations

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Oregon 12/5/2021

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Washington 12/5/2021

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Tennessee 6/13/2023

Current Registration(s)
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CWM, LLC (CRD#:155344)
1 Centerpointe Drive, Ste. 115, Lake Oswego, OR 97035
Henderson, TN
Registered with this firm since 6/12/2023

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NORTHWEST CAPITAL MANAGEMENT INC. (CRD#:108091)
Bellevue, WA
Henderson, TN
Registered with this firm since 12/5/2021

Previous Registration(s)
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05/12/2020 - 11/04/2021 PARCION PRIVATE WEALTH LLC (CRD#:305115) BELLEVUE, WA
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08/23/2019 - 11/06/2019 UBS FINANCIAL SERVICES INC. (CRD#:8174) BELLEVUE, WA
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08/23/2019 - 11/06/2019 UBS FINANCIAL SERVICES INC. (CRD#:8174) BELLEVUE, WA
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07/01/2016 - 08/27/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Denver, CO
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06/22/2016 - 08/27/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Denver, CO
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.