Best Investors
Account
Sign in
Best Investors
Account
Sign in
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-03 |
Branch Locations
1155 Sw Morrison St Suite 400, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vancouver | WA | 02/2014 | 04/2017 |
| Bank Of America, N.A. | Vancouver | WA | 04/2014 | 04/2017 |
| U.S. Bancorp Investments, Inc. | Newberg | OR | 05/2017 | 02/2018 |
| Tru Independence Asset Management, Llc | Portland | OR | 02/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 09/2019 | 01/2021 |
| Bank Of America, N.A. | Portland | OR | 10/2019 | 01/2021 |
| Lpl Financial, Llc | Wilsonville | OR | 02/2021 | 04/2022 |
| Cable Hill Partners, Llc | Portland | OR | 05/2022 | 05/2025 |
| Coldstream Wealth Management | Portland | OR | 06/2025 | 02/2026 |
| Coldstream Wealth Management | Portland | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
Reach out to this advisor