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Simon Owen Sharples

Coldstream Wealth Management

Mercer Island, WA

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 2026-05-28
  • WA RA
    APPROVED
    Since 2026-05-28

Branch Locations

7900 Se 28Th St Suite 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
Buns In The Oven Boise ID 01/2017 10/2019
Bogus Basin Ski Resort Boise ID 12/2019 03/2020
Flatbread Pizza Boise ID 07/2020 10/2020
Rei Boise ID 07/2021 07/2022
Taylor Law Offices Boise ID 06/2023 09/2023
Seattle University Seattle WA 06/2024 03/2026
Freestone Capital Management Seattle WA 02/2025 05/2025
Coldstream Wealth Management Mercer Island WA 04/2026 Present
N/A Boise ID 04/2019 06/2021
Seattle University Seattle WA 08/2022 05/2024
N/A Boise ID 01/2016 01/2017
  • 01/2017 → 10/2019
    Buns In The Oven
    Boise, ID
  • 12/2019 → 03/2020
    Bogus Basin Ski Resort
    Boise, ID
  • 07/2020 → 10/2020
    Flatbread Pizza
    Boise, ID
  • 07/2021 → 07/2022
    Rei
    Boise, ID
  • 06/2023 → 09/2023
    Taylor Law Offices
    Boise, ID
  • 06/2024 → 03/2026
    Seattle University
    Seattle, WA
  • 02/2025 → 05/2025
    Freestone Capital Management
    Seattle, WA
  • 04/2026 → Present
    Coldstream Wealth Management
    Mercer Island, WA
  • 04/2019 → 06/2021
    N/A
    Boise, ID
  • 08/2022 → 05/2024
    Seattle University
    Seattle, WA
  • 01/2016 → 01/2017
    N/A
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-23
  • S65 Uniform Investment Adviser Law Examination
    2026-05-23
Other Names
  • Simon Sharples

View on SEC IAPD

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Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
ACT SECURITIES, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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