Brian Russell Vowinkel

Current Employers

Employment History

• 12/2018 → 09/2021
  Coldstream Wealth Management
  Bellevue, WA
• 12/2018 → 09/2021
  Coldstream Securities Inc.
  Seattle, WA
• 07/2015 → 02/2018
  Vrstudios
  Redmond, WA
• 03/2018 → 11/2018
  Unemployed
  Clyde Hill, WA
• 09/2021 → 04/2024
  Bordeaux Wealth Advisors
  Menlo Park, CA
• 05/2024 → Present
  Berntson Porter Wealth Management, Llc
  Bellevue, WA

Previous Registrations

• 2021-09-29 → 2024-04-09
  Bordeaux Wealth Advisors
  Menlo Park, CA
  Bellevue, WA
• 2019-03-07 → 2021-09-10
  Coldstream Wealth Management
  Seattle, WA
  Bellevue, WA
• 2012-07-27 → 2014-06-11
  U.S. Bancorp Investments, Inc.
  Seattle, WA
• 2011-05-23 → 2012-06-01
  Ranger Select Llc
  Seattle, WA
• 2007-05-03 → 2010-10-15
  Convergent Wealth Advisors, Llc
  Kirkland, WA
• 2002-02-27 → 2007-05-03
  Lydian Wealth Management Company, Llc
  Kirkland, WA

Other Businesses

6/2019- Artificial Intelligence Research Corp., non-investment related; 800 Bellevue Way NE, Suite 600, Bellevue WA 98004; Board of Directors position with 0.25% equity ownership; less than 1% of time spent during nontrading hours; responsible for strategic direction. 8/2018- MyForis, non-investment related; 14440 E Sweetwater Avenue, Scottsdale AZ 85259; outdoor adventure booking tool for retail buyers and back office processor for suppliers; Board of Directors position with 1% equity ownership; less than 1% of time spent during nontrading hours; responsible for strategic direction. 11/2020- Elephant Arms., non-investment related; 2111 94th Avenue NE, Clyde Hill WA 98004; primer manufacturing; Board of Directors position with 10% equity ownership; less than 1% of time spent during nontrading hours; responsible for strategic direction.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-31