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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-10-07 |
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 |
|---|---|---|---|---|
| Financial Advocates | Olympia | WA | 05/2018 | 07/2018 |
| Corliss Resources | Sumner | WA | 06/2018 | 11/2018 |
| Washington State | Olympia | WA | 01/2019 | 05/2019 |
| Lpl Financial, Llc | Bellevue | WA | 01/2019 | 02/2021 |
| Pacific Lutheran University | Tacoma | WA | 08/2017 | 04/2018 |
| Unemployed | N/A | WA | 04/2016 | 08/2017 |
| Sound Consulting Services | Bellevue | WA | 08/2019 | 01/2020 |
| Sound Consulting Services (Dba: Scs) | Bellevue | WA | 11/2020 | 07/2021 |
| Coldstream Wealth Management, Inc. | Bellevue | WA | 07/2021 | 12/2024 |
| Coldstream Wealth Management, Inc. | Bellevue | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-09 |
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