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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-16 |
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 | Bellevuew | WA | 07/2022 | Present |
| Northwest Research Institute - Hagopian Lab | Seattle | WA | 06/2021 | 07/2022 |
| Seattle University - University Recreation | Seattle | WA | 10/2017 | 07/2021 |
| Wiz Kids Hawaii - Learning Center | Pearl City | HI | 07/2018 | 09/2018 |
| Seattle University | Seattle | WA | 08/2017 | 03/2022 |
| Moanalua High School | Honolulu | HI | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-14 |
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