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Alannah Cherise Clark

Coldstream Wealth Management

Mercer Island, WA

Bellevue, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-12-12
  • WA RA
    APPROVED
    Since 2024-12-12

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

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
Brighton Jones Seattle WA 06/2021 11/2024
Mochinut Seattle WA 01/2021 06/2021
Anthropologie Seattle WA 03/2019 06/2021
Brighton Jones Seattle WA 06/2020 07/2020
Unemployed Seattle WA 03/2020 06/2020
Nordstrom Tacoma WA 06/2019 09/2019
Unemployed Seattle WA 09/2018 03/2019
Bj's Brewhouse And Restaurants Puyallup WA 04/2018 09/2018
Comissary Grafenwoehr 04/2017 09/2017
University Of Washington Seattle WA 09/2018 06/2021
Emerald Ridge High School Puyallup WA 09/2017 06/2018
Vilseck High School Vilseck 09/2015 06/2017
Coldstream Wealth Management Bellevue WA 12/2024 Present
  • 06/2021 → 11/2024
    Brighton Jones
    Seattle, WA
  • 01/2021 → 06/2021
    Mochinut
    Seattle, WA
  • 03/2019 → 06/2021
    Anthropologie
    Seattle, WA
  • 06/2020 → 07/2020
    Brighton Jones
    Seattle, WA
  • 03/2020 → 06/2020
    Unemployed
    Seattle, WA
  • 06/2019 → 09/2019
    Nordstrom
    Tacoma, WA
  • 09/2018 → 03/2019
    Unemployed
    Seattle, WA
  • 04/2018 → 09/2018
    Bj's Brewhouse And Restaurants
    Puyallup, WA
  • 04/2017 → 09/2017
    Comissary
    Grafenwoehr
  • 09/2018 → 06/2021
    University Of Washington
    Seattle, WA
  • 09/2017 → 06/2018
    Emerald Ridge High School
    Puyallup, WA
  • 09/2015 → 06/2017
    Vilseck High School
    Vilseck
  • 12/2024 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-16
  • S65 Uniform Investment Adviser Law Examination
    2021-09-16

View on SEC IAPD

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Other Investors

Edmund Matthew Van Winkle
NATALIE DAWN HOLM
Joseph John Gryniuk
PETER JOHN WATSON
BRADLEY JOSEPH KNUFFKE
DAVID MEEKS
Jamey Watson
Bon Myeon Koo

Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
ACT SECURITIES, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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