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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 |
Branch Locations
150 Sw Harrison St. Suite 300, Portland, OR 97201 • 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 |
|---|---|---|---|---|
| Rosenbaum Financial Inc | Portland | OR | 07/2008 | 09/2021 |
| Carat | Portland | OR | 04/2002 | Present |
| Bradley Apartments Llc | Portland | OR | 01/2010 | Present |
| Thrive Transitions | Novi | MI | 11/2015 | 12/2017 |
| Coldstream Wealth Management, Inc. | Portland | OR | 10/2021 | Present |
| Kim Rosenberg Inc. | Portland | OR | 01/2018 | Present |
*Kim's primary business activity is working as a registered investment advisor for Coldstream Wealth Management. She is also a licensed insurance producer with licenses in Life and Health insurance types; *CARAT; NON-INV REL; SAME AS RESIDENCE; WHOLESALE DIAMONDS; OWNER; START DATE=04/2002; HRS/MO=10; TRADING HRS/MO=0; SELL WHOLESALE DIAMONDS TO RETAIL CLIENTS; *BRADLEY APARTMENTS LLC; SAME AS RESIDENCE; NON-INV REL; FAMILY-OWNED APARTMENT BUILDING; GENERAL MANAGER; START DATE=01/2010; HRS/MO=10; TRADING HRS/MO=0; OVERSEEING DISBURSEMENT OF PROFIT TO FAMILY MEMBERS WHO HAVE OWNERSHIP IN THE PROPERTY; *KIM ROSENBERG INC; INV-REL; SAME AS RESIDENCE; FOR TAX/ACCOUNTING PURPOSES; PRESIDENT / 100% OWNER; START DATE=01/2018.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-04 |
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