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Kristi Ann Panza

Coldstream Wealth Management

Mercer Island, WA

Bellevue, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-02-18
  • WA RA
    APPROVED
    Since 2022-02-18

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

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
Brighton Jones Seattle WA 10/2014 01/2020
Student Seattle WA 01/2020 09/2021
Merriman Wealth Management, Llc Seattle WA 09/2021 01/2022
Coldstream Wealth Management Mercer Island WA 01/2022 Present
  • 10/2014 → 01/2020
    Brighton Jones
    Seattle, WA
  • 01/2020 → 09/2021
    Student
    Seattle, WA
  • 09/2021 → 01/2022
    Merriman Wealth Management, Llc
    Seattle, WA
  • 01/2022 → Present
    Coldstream Wealth Management
    Mercer Island, WA
Previous Registrations
  • 2022-01-03 → 2022-01-05
    Merriman
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-03
  • S65 Uniform Investment Adviser Law Examination
    2022-01-03

View on SEC IAPD

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THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
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