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Adrian Cabrera-Ramirez

Coldstream Wealth Management

Bellevue, WA

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Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-12
  • WA RA
    APPROVED
    Since 2026-02-12

Branch Locations

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Cottondale AL 08/2016 06/2017
N/A East Wenatchee WA 09/2017 06/2021
N/A Seattle WA 09/2021 06/2025
Seattle Pacific University Seattle WA 09/2022 06/2023
Coldstream Wealth Management Bellevue WA 06/2025 Present
Career Launch Partnerships Santa Clara CA 06/2024 09/2024
  • 08/2016 → 06/2017
    N/A
    Cottondale, AL
  • 09/2017 → 06/2021
    N/A
    East Wenatchee, WA
  • 09/2021 → 06/2025
    N/A
    Seattle, WA
  • 09/2022 → 06/2023
    Seattle Pacific University
    Seattle, WA
  • 06/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
  • 06/2024 → 09/2024
    Career Launch Partnerships
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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