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Inactive

Reegan Elizabeth Rae

Coldstream Wealth Management

Portland, OR

Bellevue, WA

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Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-12-23
OR RA APPROVED 2024-07-10
  • WA RA
    APPROVED
    Since 2024-12-23
  • OR RA
    APPROVED
    Since 2024-07-10

Branch Locations

650 Ne Holladay St #1500, Portland, OR 97232 • United States

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • 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
Arnerich Massena, Inc. Portland OR 04/2012 07/2024
Coldstream Wealth Management Bellevue WA 07/2024 Present
Previous Registrations
  • 2022-02-16 → 2024-08-29
    Arnerich Massena, Inc.
    Portland, OR
  • 2012-06-28 → 2020-12-31
    Arnerich Massena, Inc.
    Portland, OR
  • 2011-02-18 → 2012-07-06
    Irvington Capital Llc
    Portland, OR
  • 2008-10-30 → 2011-02-18
    M Holdings Securities, Inc.
    Portland, OR
  • 2006-10-30 → 2008-08-26
    Equitable Advisors, Llc
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-08
  • S66 Uniform Combined State Law Examination
    2005-06-08
Other Names
  • Reegan O'DOnnell
  • Reegan Elizabeth O'DOnnell
  • Reegan Elizabeth Odonnell

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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