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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Portland | OR | 10/2016 | 12/2020 |
| Arnerich Massena, Inc. | Portland | OR | 12/2020 | 07/2024 |
| Time Off While Relocating To Portland | Portland | OR | 01/2016 | 10/2016 |
| Coldstream Wealth Management | Bellevue | WA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-09 |
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