Colleen Huddleston Gillespie

Current Employers

Employment History

• 08/2015 → Present
  Sawston Wealth Management Llc
  Olympia, WA

Previous Registrations

• 2012-04-19 → 2015-10-20
  Cetera Advisors Llc
  Greenwood Village, CO
  Olympia, WA
• 2012-04-17 → 2015-10-20
  Capstone Investment Group
  Olympia, WA
• 2010-09-07 → 2012-03-26
  Cambridge Wealth Management
  Tumwater, WA
• 2009-06-01 → 2010-08-27
  Morgan Stanley
  Olympia, WA
• 2004-07-27 → 2009-06-01
  Citigroup Global Markets Inc.
  Olympia, WA
  Olympia, WA

Other Businesses

1. INDEPENDENT LICENSED INSURANCE AGENT 2. CAPITAL MEDICAL CENTER - INVESTMENT RELATED - NO; Olympia, WA 98502; Hospital; Chair, Board of Trustees; Conduct monthly Board of Trustees meeting for the hospital's advisory board.; 2018-02-01; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: www.capitalmedical.com; Will an IRS form for income earned be received: No. 3. St. Michael Parish; investment related: No; Olympia, WA 98501; Roman Catholic Church; Pastoral Council Member; Review and approve strategic plan and budget of local parish.; 2018-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: www.saintmichaelparish.org; Will an IRS form for income earned be received: No. 4.Rotary Club of Olympia; investment related: No; Olympia, WA 98507; Civic organization dedicated to "Service Above Self."; President-Elect; As President-Elect, I support the current president. My term as President will commence on July 1, 2019 through June 30, 2020.; 2018-07-01; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: www.olyrotary.org; Will an IRS form for income earned be received: No.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-19
• S65 Uniform Investment Adviser Law Examination
  2004-07-19

Other Names

• Colleen Lorraine Huddleston
• Colleen Huddleston Gilespie