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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1200 Westlake Ave. Ne Suite 900, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | WA | 07/2024 | 12/2025 |
| Skyhawks Sport Academy | King County | WA | 06/2021 | 08/2021 |
| Skyhawks Sport Academy | King County | WA | 06/2022 | 08/2022 |
| Denison University Academic Resource Center | Granville | OH | 08/2022 | 05/2024 |
| Denison University Department Of Economics | Granville | OH | 01/2023 | 05/2024 |
| N/A | Seattle | WA | 09/2016 | 06/2020 |
| Postmates Inc. | Seattle | WA | 06/2020 | 07/2020 |
| Denison University | Granville | OH | 08/2020 | 05/2024 |
| Coldstream Wealth Management | Seattle | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
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