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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-20 |
| WA | RA | APPROVED | 2023-11-08 |
Branch Locations
520 Kirkland Way Suite 300, Kirkland, WA 98033 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Bellevue | WA | 07/2000 | Present |
| Summit Partners Northwest, Llc D/B/A The Summit Partners | Bellevue | WA | 05/2018 | 10/2023 |
| Coldstream Wealth Management | Kirkland | WA | 11/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE: 11/2003; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [Cryptocurrency Investment; Crypto currency via Coinbase phone app.; 15222 84th pl ne kenmore wa 98028; Start Date 01/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-12 |
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