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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-01 |
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 |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | WA | 10/2024 | 09/2025 |
| Bellevue Ear, Nose, And Throat | Bellevue | WA | 05/2024 | 10/2024 |
| University Of Washington School Of Medicine | Boise | ID | 06/2023 | 12/2024 |
| Seattle Preparatory High School | Seattle | WA | 07/2016 | 07/2020 |
| Seattle Sounders Fc | Seattle | WA | 05/2018 | 08/2019 |
| Paddles Up Poke | Boise | ID | 08/2020 | 11/2022 |
| Boise State University | Boise | ID | 08/2020 | 05/2024 |
| Boise State University | Boise | ID | 05/2023 | 08/2023 |
| Idaho Rush | Boise | ID | 01/2024 | 05/2024 |
| Boise State University | Boise | ID | 01/2024 | 05/2024 |
| Coldstream Wealth Management | Bellevue | WA | 09/2025 | 03/2026 |
| Coldstream Wealth Management | Bellevue | WA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
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