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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-13 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
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