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Account
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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-07 |
| WA | RA | APPROVED | 2025-06-02 |
Branch Locations
1155 Sw Morrison St, Portland, OR 97205 • 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 |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | Portland | OR | 07/2014 | 03/2018 |
| Bank Of The West | Portland | OR | 07/2014 | 03/2018 |
| Umpqua Investments, Inc | Portland | OR | 03/2018 | 04/2021 |
| Umpqua Bank | Portland | OR | 03/2018 | 01/2023 |
| Cable Hill Partners, Llc | Portland | OR | 01/2023 | 05/2025 |
| Steward Partners Investment Solutions, Llc | Portland | OR | 03/2018 | 01/2023 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | Present |
1) FreshFin Utah, LLC and FreshFin Draper, LLC; Investment Related; 157 S Regent St / 185 E 12300 S, Salt Lake City / Draper, UT. 84111; Restaurant; Passive Limited Investor; 04/2021; N/A - Passive limited Investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-29 |
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