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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-16 |
| CA | RA | APPROVED | 2024-12-23 |
| CO | RA | APPROVED | 2024-12-20 |
| OR | RA | APPROVED | 2024-12-20 |
| WA | RA | APPROVED | 2020-01-13 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 06/2019 | 09/2019 |
| Expeditors International, Inc. | Seattle | WA | 06/2018 | 08/2018 |
| Gonzaga University | Spokane | WA | 08/2015 | 05/2019 |
| The Golf Club At Newcastle | Newcastle | WA | 05/2017 | 08/2017 |
| Bank Of America, N. A. | Bellevue | WA | 07/2019 | 09/2019 |
| Coldstream Wealth Management | Bellevue | WA | 11/2019 | 02/2021 |
| Coldstream Wealth Management | Bellevue | WA | 02/2021 | 10/2021 |
| Coldstream Wealth Management | Bellevue | WA | 10/2021 | 12/2022 |
| Coldstream Wealth Management | Bellevue | WA | 12/2022 | 12/2023 |
| Coldstream Wealth Management | Bellevue | WA | 12/2023 | 12/2025 |
| Coldstream Wealth Management | Bellevue | WA | 12/2025 | Present |
Colby's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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