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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-04 |
Branch Locations
7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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 |
|---|---|---|---|---|
| The Caprock Group | Seattle | WA | 08/2010 | 10/2024 |
| Coldstream Wealth Management | Mercer Island | WA | 10/2024 | Present |
UNIVERSITY OF WASHINGTON BOTHELL SCHOOL OF BUSINESS NON-INVESTMENT RELATED 18115 CAMPUS WAY NE BOTHELL, WA 98001 PROFESSOR AS OF 02/2016 TEACH MBA LEVEL FINANCE CLASSES 40 HOURS PER MONTH, 0 OF WHICH ARE DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-14 |
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