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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 2026-02-13
  • WA RA
    APPROVED
    Since 2026-02-13

Branch Locations

7900 Se 28Th Street Ste 204, Mercer Island, WA 98040 • United States

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
Coldstream Wealth Management Mercer Island WA 01/2026 Present
N/A Mercer Island WA 02/2025 01/2026
The Siegfried Group Seattle WA 07/2022 02/2025
Moss Adams Seattle WA 09/2019 06/2022
N/A Newcastle WA 05/2019 09/2019
Whitworth University Spokane WA 09/2015 05/2019
  • 01/2026 → Present
    Mercer Island, WA
  • 02/2025 → 01/2026
    N/A
    Mercer Island, WA
  • 07/2022 → 02/2025
    The Siegfried Group
    Seattle, WA
  • 09/2019 → 06/2022
    Moss Adams
    Seattle, WA
  • 05/2019 → 09/2019
    N/A
    Newcastle, WA
  • 09/2015 → 05/2019
    Whitworth University
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-26
  • S65 Uniform Investment Adviser Law Examination
    2026-01-26

View on SEC IAPD

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