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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-10 |
Branch Locations
650 Ne Holladay St. Suite 1500, Portland, OR 97232 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marine Corps | Miramar | CA | 12/2014 | 07/2018 |
| Gnc | Salt Lake City | UT | 08/2018 | 10/2018 |
| T-Mobile | Saratoga Springs | UT | 10/2018 | 04/2019 |
| Planet Fitness | Portland | OR | 04/2019 | 08/2019 |
| Muv Fitness | Portland | OR | 08/2019 | 10/2019 |
| Portland Community College | Portland | OR | 09/2019 | 06/2022 |
| Portland State University | Portland | OR | 09/2019 | 06/2022 |
| Nectar Dispensaries | Hillsboro / Tigard | OR | 07/2021 | 11/2022 |
| Washington Federal Bank | Tigard | OR | 12/2022 | 10/2023 |
| Cable Hill Partners | Portland | OR | 10/2023 | 06/2025 |
| Coldstream Wealth Management | Portland | OR | 06/2025 | 03/2026 |
| Coldstream Wealth Management | Portland | OR | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
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