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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2021-10-11 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
150 Sw Harrison St. Suite 300, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosenbaum Financial Inc | Portland | OR | 01/2002 | 09/2021 |
| Coldstream Wealth Management, Inc. | Portland | OR | 10/2021 | Present |
*Mark's primary business activity is working as a registered investment advisor for Coldstream Wealth Management. He is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance types. *TUALITY COMMUNITY HOSPITAL; NON-INV REL; 334 SE 8TH AVE, HILLSBORO, OR 97123; HOSPITAL; BOARD MEMBER; HRS/MO=4; TRADING HRS/MO=0; BOARD PARTICIPATION, POLICY, BUDGET; *OREGON JEWISH COMMUNITY FOUNDATION; NON-INV REL; OREGON; COMMUNITY FOUNDATION; BOARD MEMBER; START DATE=09/2009; HRS/MO=2; TRADING HRS/MO=0; BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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