Best Investors
Account
Sign in
Best Investors
Account
Sign in
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-05-10 |
Branch Locations
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 Securities Inc | Bellevue | WA | 05/2016 | Present |
| Coldstream Wealth Management | Bellevue | WA | 05/2016 | Present |
1) BRIGHTON CHALET-REAL ESTATE RENTAL,50% OWNER,1% OF TIME DEVOTED PER WEEK. 2) Vonie's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc. 3) Vonie Bright is a licensed insurance producer affiliated with CHI Life Insurance, with licenses in Life, Disability, Variable Life & Variable Annuity insurance types.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
Reach out to this advisor