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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2022-11-10 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1200 Westlake Ave. N Suite 900, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Seattle | WA | 12/2015 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 03/2018 | 04/2021 |
| Clear View Construction | Woodinville | WA | 01/2016 | 03/2018 |
| Bank Of America, N.A. | Seattle | WA | 04/2018 | 04/2021 |
| Wayfinding Financial, Llc | Lynnwood | WA | 05/2021 | 10/2022 |
| Coldstream Wealth Management | Bellevue | WA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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