Best Investors Account Sign in
Inactive

Bethany Rachelle Purkapile

Coldstream Wealth Management

Bellevue, WA

Portland, OR

Claim This Profile
Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-03
  • OR RA
    APPROVED
    Since 2025-06-03

Branch Locations

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

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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
Benedictine Women'S Service Corp. Bristow VA 06/2016 07/2017
The Standard Portland OR 08/2017 12/2017
The Standard Portland OR 01/2018 03/2020
Sloy, Dahl & Holst, Llc Portland OR 04/2020 01/2023
Sloy, Dahl & Holst, Llc Portland OR 11/2020 01/2023
Cable Hill Partners, Llc Portland OR 02/2023 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
  • 06/2016 → 07/2017
    Benedictine Women'S Service Corp.
    Bristow, VA
  • 08/2017 → 12/2017
    The Standard
    Portland, OR
  • 01/2018 → 03/2020
    The Standard
    Portland, OR
  • 04/2020 → 01/2023
    Sloy, Dahl & Holst, Llc
    Portland, OR
  • 11/2020 → 01/2023
    Sloy, Dahl & Holst, Llc
    Portland, OR
  • 02/2023 → 05/2025
    Cable Hill Partners, Llc
    Portland, OR
  • 06/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
  • 2023-02-08 → 2025-06-17
    Cable Hill Partners, Llc
    Portland, OR
  • 2020-11-02 → 2023-02-02
    Sloy, Dahl & Holst, Llc
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
Other Names
  • Bethany Purkapile

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor