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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2022-06-23 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 05/2018 | 06/2022 |
| Insight Financial Planning, Llc | Seattle | WA | 04/2014 | 04/2018 |
| Bank Of America, N.A. | Bellevue | WA | 06/2018 | 06/2022 |
| Coldstream Wealth Management | Bellevue | WA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-08 |
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