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Inactive

Kristine Jean Stawinski

Blue Water Wealth

Portland, OR

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Current Employers
Blue Water Wealth

500 Sw 116Th Avenue, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-06
OR RA APPROVED 2023-06-28
WA RA APPROVED 2023-06-28
  • TX RA
    APPROVED_RES
    Since 2023-12-06
  • OR RA
    APPROVED
    Since 2023-06-28
  • WA RA
    APPROVED
    Since 2023-06-28

Branch Locations

500 Sw 116Th Avenue, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umpqua Investments, Inc. Portland OR 06/2012 01/2021
Umpqua Bank Portland OR 06/2012 01/2021
Fidelity Investments Tigard OR 02/2021 05/2021
Cetera Investment Services Llc St Cloud MN 08/2021 06/2023
Cetera Investment Advisers Llc Lake Oswego OR 08/2021 06/2023
Columbia Bank Lake Oswego OR 07/2021 03/2023
Blue Water Wealth, Inc. Portland OR 06/2023 Present
  • 06/2012 → 01/2021
    Umpqua Investments, Inc.
    Portland, OR
  • 06/2012 → 01/2021
    Umpqua Bank
    Portland, OR
  • 02/2021 → 05/2021
    Fidelity Investments
    Tigard, OR
  • 08/2021 → 06/2023
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2021 → 06/2023
    Cetera Investment Advisers Llc
    Lake Oswego, OR
  • 07/2021 → 03/2023
    Columbia Bank
    Lake Oswego, OR
  • 06/2023 → Present
    Blue Water Wealth, Inc.
    Portland, OR
Previous Registrations
  • 2021-08-03 → 2023-06-12
    Cetera Investment Advisers Llc
    Lake Oswego, OR
  • 2021-04-17 → 2021-05-20
    Fidelity Personal And Workplace Advisors
    Tigard, OR
  • 2012-06-26 → 2021-01-22
    Steward Partners Investment Solutions, Llc
    Portland, OR
    Portland, OR
  • 2011-01-03 → 2012-06-26
    Wells Fargo Clearing Services, Llc
    Vancouver, WA
    Tualatin, OR
  • 2003-10-21 → 2011-01-03
    Wells Fargo Investments, Llc
    Tualatin, OR
    Pacific Palisades, CA
    Lake Oswego, OR
    Portland, OR
    Lake Oswego, OR
    Wilsonville, OR
Other Businesses

BEAUTYCOUNTER.COM; NOT INVESTMENT RELATED; PORTLAND, OREGON; SKIN CARE SALES, BEAUTY CONSULTANT, 4 HRS/MONTH, 0 DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-20
  • S66 Uniform Combined State Law Examination
    2003-10-20
Other Names
  • Kris Stawinski
  • Kristine Jean Deroos

View on SEC IAPD

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