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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-07-12 |
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 |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | WA | 09/2021 | 10/2022 |
| Northwestern Mutual | Tacoma | WA | 07/2020 | 09/2020 |
| Ymca Of Greater Seattle: Sammamish | Sammamish | WA | 06/2016 | 03/2020 |
| Tpc Snoqualmie Ridge | Snoqualmie | WA | 04/2015 | 09/2016 |
| Student | Tacoma | WA | 10/2020 | 08/2021 |
| Student | Tacoma | WA | 03/2020 | 06/2020 |
| Coldstream Wealth Management | Bellevue | WA | 10/2022 | 12/2023 |
| Coldstream Wealth Management | Bellevue | WA | 12/2023 | 12/2024 |
| Coldstream Wealth Management | Bellevue | WA | 12/2024 | 12/2025 |
| Coldstream Wealth Management | Bellevue | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
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