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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-06-08 |
Branch Locations
1200 Westlake Ave Suite 900, Seattle, WA 98109 • United States
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 |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | WA | 08/2019 | 12/2024 |
| Best Western Plus Hotels - Edmonds Harbor Inn | Edmonds | WA | 06/2018 | 01/2019 |
| Bumblejax | Seattle | WA | 06/2011 | 12/2017 |
| Gold Coast Landscaping | Queensland | 06/2017 | 08/2017 | |
| Western Washington University | Bellingham | WA | 09/2015 | 06/2019 |
| Aramark | Bellingham | WA | 10/2016 | 06/2017 |
| Coldstream Wealth Management | Bellevue | WA | 12/2024 | 06/2025 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | Present |
| Coldstream Securities, Inc. | Bellevue | WA | 08/2020 | Present |
Tristan Mohn's primary business is as an investment advisory representative of Coldstream Wealth Management, an investment advisory affiliate of Coldstream Securities, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-06 |
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