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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-02-21 |
| OR | RA | APPROVED | 2023-12-14 |
Branch Locations
10735 Kenai Spur Hwy Suite 3, Kenai, AK 99611 • 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 |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 04/2016 | 09/2020 |
| Pathstone | Bellevue | WA | 10/2020 | 11/2020 |
| Parcion Private Wealth Management | Bellevue | WA | 03/2021 | 09/2023 |
| Unemployed | Redmond | WA | 11/2020 | 03/2021 |
| Coldstream Wealth Management, Inc. | Kenai | AK | 09/2023 | Present |
Owner of VX Properties, LLC, a Sammamish, WA investment-related company that oversees evaluation, purchase, management and disposition of developed or undeveloped commercial property. Owned since October 2015. Spend less than 10 hours per month during non-securities trading hours.
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