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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 2015-12-09
  • WA RA
    APPROVED
    Since 2015-12-09

Branch Locations

1200 Westlake Ave N #900, Seattle, WA 98109 • 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
Coldstream Capital Management Inc. Bellevue WA 12/2015 Present
  • 12/2015 → Present
    Coldstream Capital Management Inc.
    Bellevue, WA
Previous Registrations
Other Businesses

1) 11/03/2014 - OTHER - NOTARY PUBLIC - NOTARY - TIME SPENT 1 HOUR PER MONTH - SEATTLE, WA 2) Alex's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-23
  • S66 Uniform Combined State Law Examination
    2004-06-23
Other Names
  • Alexandra Michelle Fitts
  • Alexandra Michelle Lambert

View on SEC IAPD

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