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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-09 |
Branch Locations
Scottsdale, AZ • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cable Hill Partners, Llc | Portland | OR | 02/2014 | 05/2025 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | 06/2026 |
| Coldstream Wealth Management | Bellevue | WA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-11 |
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