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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-19 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shanghai Disney Resort | Shanghai | 07/2014 | 02/2017 | |
| Hill Chemical | Lakeland | FL | 03/2017 | 07/2019 |
| Full-Time Education | Washington | DC | 07/2019 | 05/2021 |
| Merriman Wealth Management | Seattle | WA | 05/2021 | 06/2023 |
| Coldstream Wealth Management, Inc. | Mercer Island | WA | 09/2023 | Present |
The Cranky Mac, LLC, located at 28019 188th Ave SE, Kent, WA 98042 It's a small bakery business and is not investment related. I am participating in a local farmer's market. I am the owner and sole employee taking on all responsibilities, including planning, baking, packaging, and sales of the business. started: 9/26/2022 20 hours/month 0 hours. All work is performed outside normal business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-27 |
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