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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-21 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1200 Westlake Ave. N Suite 902, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peterson Sullivan Llp | Seattle | WA | 10/2004 | 11/2019 |
| Hbcg Pllc, Dba Harrison Berkman Claypool & Guard | Seattle | WA | 01/2020 | Present |
| Hbc Financial Services, Pllc | Seattle | WA | 01/2020 | 01/2025 |
| Coldstream Wealth Management | Bellevue | WA | 01/2025 | Present |
| Bdo | Seattle | WA | 11/2019 | 12/2019 |
HSA LLC, dba Coldstream Tax and Consulting is a wholly owned affiliate of Coldstream Wealth Management under Coldstream Holdings, Inc. HBCG PLLC, dba Harrison Berkman Claypool & Guard is a separate legal entity BOTH ENTITIES ARE NOT INVESTMENT-RELATED THESE ENTITIES SHARE OFFICE SPACE WITH COLDSTREAM WEALTH MANAGEMENT AT: 1200 WESTLAKE AVE N, STE 902 SEATTLE, WA 98109-3543 CPA FIRM SENIOR MANAGER / MEMBER 01/2020 - PRESENT FULL-TIME CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
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