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Account
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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-08 |
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 |
|---|---|---|---|---|
| N/A | Mercer Island | WA | 08/2014 | 08/2021 |
| Keck Science Department | Claremont | CA | 06/2022 | 08/2023 |
| N/A | Mercer Island | WA | 05/2024 | 06/2024 |
| Coldstream Wealth Management | Bellevue | WA | 06/2024 | 09/2024 |
| Coldstream Wealth Management | Bellevue | WA | 09/2024 | 10/2025 |
| N/A | Claremont | CA | 08/2021 | 06/2022 |
| N/A | Claremont | CA | 08/2023 | 05/2024 |
| Coldstream Wealth Management | Mercer Island | WA | 10/2025 | 07/2026 |
| Coldstream Wealth Management | Mercer Island | WA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
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