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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-12-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Rainier Group Investment Advisory, Llc | Bellevue | WA | 11/2015 | Present |
| Coldstream Securities | Bellevue | WA | 04/2017 | Present |
PATRICK CORCORRAN IS EMPLOYED BY THE RAINIER GROUP, INC., WHICH IS OWNED BY COLDSTREAM HOLDINGS, INC. PATRICK'S PRIMARY BUSINESS ACTIVITY IS SERVING AS A BUSINESS TRANSITION CONSULTANT TO PRIVATELY HELD COMPANIES UNDER RAINIER GROUP CONSULTING (RGC), WHICH IS OWNED BY COLDSTREAM HOLDINGS, INC. PATRICK IS PAID A SALARY AND BONUS AT RGC. RGC IS A SEPARATE BUSINESS TRANSITION CONSULTING ENTITY FROM RAINIER GROUP INVESTMENT ADVISORS (RGIA). RGIA IS ALSO OWNED BY COLDSTREAM HOLDINGS, INC. PATRICK CORCORRAN IS A REGISTERED INVESTMENT ADVISER WITH COLDSTREAM CAPITAL MANAGEMENT INC, LOCATED AT ONE 100TH AVE NE SUITE 102, BELLEVUE, WA , START DATE WAS IN 2018, THE BUSINESS IS INVESTMENT-RELATED, AND DEVOTE 1-2 HOURS PER MONTH TO THIS BUSINESS, TIME DEVOTED DURING SECURITIES TRADING HOURS IS LIMITED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-20 |
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