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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
| WA | RA | APPROVED | 2023-10-02 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
520 Kirkland Way Suite 300, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seidman Private Advisors Llc | Kirkland | WA | 01/2003 | 03/2021 |
| Seidman Insurance Consultants, Llc | Kirkland | WA | 08/2006 | 07/2020 |
| Hsa Holdings, Llc | Kirkland | WA | 07/2009 | 09/2023 |
| Nylife Securities Llc | Bellevue | WA | 08/2009 | 09/2023 |
| New York Life Insurance Company | Bellevue | WA | 08/2009 | Present |
| Eagle Strategies Llc | Bellevue | WA | 08/2009 | 09/2023 |
| Hersman Serles Almond, Llc | Kirkland | WA | 07/2009 | Present |
| Seidman Ins Consultants, Llc D/B/A Seidman Ins Agency, Llc | Kirkland | WA | 08/2006 | Present |
| Seidman Insurance Consultants Llc D/B/A Seidman Capital Group | Kirkland | WA | 07/2020 | 09/2023 |
| Coldstream Securities, Inc. | Bellevue | WA | 10/2023 | Present |
| Coldstream Wealth Management | Bellevue | WA | 10/2023 | Present |
HERSMAN SERLES ALMOND, LLC; NON-INVESTMENT RELATED; 520 KIRKLAND WAY, SUITE 300, KIRKLAND, WA 98033;PARTNER-CPA FIRM; START DATE 7/2009;40 HOURS PER MONTH WITH 40 DURING SECURITIES HOURS;TAX AND ACCOUNTING FOR CLIENTS AS CPA DAVIDSON SERLES AND ASSOCIATES; INVESTMENT ACTIVITY; 520 KIRKLAND WAY, SUITE 300, KIRKLAND, WA 98033; RENTAL PROPERTY-PARTNER;START DATE 06/1994; 5 HOURS PER MONTH WITH 0 HOURS PER MONTH DURING TRADING HOURS SEIDMAN INSURANCE CONSULTANTS, LLC; INVESTMENT RELATED; 520 KIRKLAND WAY, SUITE 300, KIRKLAND, WA 98033;INSURANCE AGENCY FIRM; PRESIDENT AND INSURANCE AGENT; START DATE AUGUST, 2006; 80 HOURS PER MONTH WITH 80 HOURS PER MONTH DURING TRADING HOURS OPERATING UNDER THE DBA NAME OF SEIDMAN INSURANCE CONSULTANTS LLC DBA SEIDMAN INSURANCE AGENCY LLC FOR THE PURPOSE OF FINANCIAL PLANNING, SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 150 HOURS PER MONTH; 150 HOURS DURING TRADING HOURS; MANAGE INSURANCE AND FINANCIAL PLANNING MEMBERS Hersman Birkeland Family, LLC; Holding company for investment in care facility.; 520 Kirkland Way, Suite 300, Kirkland, WA 98033; Start Date 12/2017; Role/Title: Owner; Not Investment Related; 0.5 hours per month; 0.00 hours per month during securities trading hours Seidman Private Advisors LLC; provide clients with Financial Plans and services related to financial planning-dormant business; 520 KIRKLAND WAY STE 300 PO BOX 699 KIRKLAND WA 98083; Start Date 01/2003; Role/Title: Officer; Investment Related; 0 hours per month; 0 hours per month during securities trading hours Noel Mountain LLC; Family real estate holding company -- passive.; 13415 Holmes Point Dr. NE, Kirkland, WA 98034; Start Date 01/2022; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; profit sharing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-20 |
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