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Account
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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-02 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1155 Sw Morrison St Suite 400, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Portland | OR | 05/2008 | 03/2020 |
| John Hancock Distributors Llc | Pasadena | CA | 05/2008 | 03/2020 |
| Manulife Asset Management (Us) Llc | Boston | MA | 12/2012 | 03/2020 |
| Cable Hill Partners, Llc | Portland | OR | 03/2020 | 05/2025 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-21 |
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