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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2006-10-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Coldstream Capital Management, Inc. | Bellevue | WA | 08/2006 | Present |
James' primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-06 |
| S66 | Uniform Combined State Law Examination | 2003-01-29 |
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