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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-02-21 |
Branch Locations
7900 Se 28Th St Suite 204, Mercer Island, WA 98040 • 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 | Bellevue | WA | 10/2013 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 09/2020 | 01/2023 |
| Bank Of America, N.A. | Bellevue | WA | 10/2020 | 01/2023 |
| Coldstream Wealth Management | Mercer Island | WA | 01/2023 | 12/2025 |
| Coldstream Wealth Management | Mercer Island | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
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