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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-09-30 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1200 Westlake Avenue N. Suite 900, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Myicon | Kirkland | WA | 12/2014 | 10/2018 |
| Private Ocean | Seattle | WA | 10/2018 | 03/2021 |
| Coldstream Wealth Management | Seattle | WA | 09/2021 | 12/2022 |
| Coldstream Wealth Management | Seattle | WA | 12/2022 | 12/2025 |
| Coldstream Wealth Management | Seattle | WA | 03/2021 | 09/2021 |
| Coldstream Wealth Management | Seattle | WA | 12/2025 | Present |
DBA/ DERGALIS & ASSOCIATES, FINANCIAL SERVICES (MARKETS TO REALTORS UNDER PRUDENTIAL), START DATE 03/04/08 thru 02/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-30 |
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
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