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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-12-20
CA RA APPROVED 2023-01-06
TX RA APPROVED 2015-12-09
WA RA APPROVED 2015-12-09
  • OR RA
    APPROVED
    Since 2023-12-20
  • CA RA
    APPROVED
    Since 2023-01-06
  • TX RA
    APPROVED
    Since 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
Linsco/Private Ledger Seattle WA 08/2006 Present
Coldstream Capital Management Inc. Bellevue WA 12/2015 Present
Coldstream Securities, Inc. Bellevue WA 12/2015 Present
  • 08/2006 → Present
    Linsco/Private Ledger
    Seattle, WA
  • 12/2015 → Present
    Coldstream Capital Management Inc.
    Bellevue, WA
  • 12/2015 → Present
    Coldstream Securities, Inc.
    Bellevue, WA
Previous Registrations
  • 2014-02-11 → 2016-08-08
    George R. Pierce & Associates, Llc
    Seattle, WA
  • 2010-08-10 → 2015-12-16
    Seattle, WA
Other Businesses

Elaina's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-14
  • S63 Uniform Securities Agent State Law Examination
    2007-08-14
Designations
Other Names
  • Elaina Kirsten Moldskred

View on SEC IAPD

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