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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-05-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 08/2019 | 09/2020 |
| Pacific Portfolio | Seattle | WA | 03/2018 | 08/2019 |
| Soverign Wealth Advisors | Bellevue | WA | 09/2017 | 03/2018 |
| Northwest Plan Services | Seattle | WA | 04/2014 | 09/2017 |
| Pathstone | Bellevue | WA | 10/2020 | 04/2021 |
| Coldstream Wealth Management | Bellevue | WA | 04/2021 | 02/2022 |
| Coldstream Wealth Management | Bellevue | WA | 02/2022 | 12/2022 |
| Coldstream Wealth Management | Bellevue | WA | 12/2022 | 01/2025 |
| Coldstream Wealth Management | Mercer Island | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-14 |
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