William F. Vipond Jr.

Current Employers

Employment History

• 11/1999 → Present
  Cross Dock Development Corp
  Issaquah, WA
• 01/2014 → 08/2021
  Viitae Capital Advisors, Llc
  Issaquah, WA
• 08/2021 → Present
  Coldstream Wealth Management
  Bellevue, WA

Previous Registrations

• 2014-07-16 → 2021-08-27
  Viitae Capital Advisors, Llc
  Issaquah, WA
• 2011-02-14 → 2013-11-19
  Grange Capital, Llc
  Beaverton, OR

Other Businesses

PRESIDENT AND CEO OF CROSS-DOCK DEVELOPMENT CORP. REAL ESTATE DEVELOPMENT AND BROKERAGE COMPANY. THE BUSINESS IS NOT INVESTMENT RELATED. IT IS LOCATED AT 90 NW DOGWOOD STREET, ISSAQUAH, WA 98027. START DATE NOV. 1, 1999. THIS IS MY PRIMARY BUSINESS AND I OPERATE IT FULL TIME (IN EXCESS OF 40 HOURS PER WEEK), INCLUDING DURING TRADING HOURS. I AM A LICENSED REAL ESTATE BROKER IN THE STATES OF WASHINGTON AND CALIFORNIA. I AM NOT RESPONSIBLE FOR ANY TRADING ACTIVITY ON BEHALF OF CLIENTS. THE VIPOND BUILDING IS AN OFFICE BUILDING THAT I SOLELY OWN IN ISSAQUAH, LOCATED AT 90 NW DOGWOOD ST, ISSAQUAH, WA 9802. I AM OFFICED IN THE FRONT AND LEASE OUT THE BACK FOR RENTAL INCOME. I SPEND ABOUT TWO HOURS A MONTH COLLECTING RENTS AND HIRING VENDORS TO MAINTAIN THE PROPERTY. THE BUSINESS IS NOT INVESTMENT-RELATED. OUTLOOK POINTE HOMEOWNER'S ASSOCIATION IS THE HOA FOR MY PERSONAL RESIDENCE. THIS IS A NON-PROFIT CORPORATION AND I AM THE PRESIDENT OF THE HOA. I SPEND ABOUT ONE HOUR A MONTH WITH ISSUES PERTAINING TO RUNNING THE HOA. I RECEIVE NO COMPENSATION. THE BUSINESS IS NOT INVESTMENT-RELATED. BILL VIPOND ADVENTURES IS A WEBSITE ( WWW.BILLVIPONDADVENTURES.COM ) ALONG WITH MY INSTAGRAM HTTPS://WWW.INSTAGRAM.COM/BILL_VIPOND/ THAT PROVIDES INFORMATION ABOUT SKIING AND MOUNTAIN CLIMBING ADVENTURES; SOMETIMES I AM PAID PUBLIC SPEAKING FEES AND/OR GUIDE FEES FOR ORGANIZING, GUIDING, AND LECTURING ABOUT THESE ADVENTURES. THE AMOUNT OF TIME SPENT EQUATES TO ABOUT TWO-FIVE WEEKS A YEAR, ABOUT THE TIME IT TAKES TO COMPLETE AN EXPEDITION OR ADVENTURE. THIS IS MOSTLY A HOBBY BUT SOME YEARS IT MAKES MONEY WITH WHICH I TRY TO FUND PHILANTHROPIC VENTURES. THE BUSINESS IS NOT INVESTMENT-RELATED. I AM A SHAREHOLDER IN LEOPONA INC. DBA AUDIOSOCKET AND EARLY STAGE PARTNERS FUND, L.P. (PRIVATE INVESTMENTS). THESE ARE PASSIVE INVESTMENTS FOR ME (A MUSIC CATALOG AND FEATURE-LENGTH MOVIE THAT IS IN DISTRIBUTION). I WAS AN EXECUTIVE PRODUCER AND BOARD MEMBER (RETIRED), BUT NOW I AM JUST AN INVESTOR THAT OWNS STOCK WITH NO ACTIVE ENGAGEMENT- I SPEND MAYBE AN HOUR EVERY SIX MONTHS ON INVESTORS STATUS CONFERENCE CALLS. I AM NOT COMPENSATED AND I HAVE RECEIVED NO -INCOME OFF OF THESE INVESTMENTS YET.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-04

Other Names

• Bill Vipond