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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-25 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
650 Ne Holladay St. Suite 1500, Portland, OR 97232 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 02/2018 | 12/2024 |
| South Pacific Cafe | Battle Ground | WA | 07/2017 | 01/2018 |
| Red Robin | Battle Ground | WA | 08/2016 | 10/2017 |
| Clark College | Vancouver | WA | 09/2015 | 06/2017 |
| Washington State University | Vancouver | WA | 08/2017 | 05/2019 |
| Coldstream Wealth Management | Portland | OR | 01/2026 | Present |
| Market Leader | Bellevue | WA | 06/2025 | 08/2025 |
| N/A | Vancouver | WA | 01/2025 | 05/2025 |
| N/A | Vancouver | WA | 09/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-06 |
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