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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-30 |
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 |
|---|---|---|---|---|
| Coldstream Capital Management | Bellevue | WA | 11/2024 | Present |
| Four Seasons Design, Inc. | San Diego | CA | 10/2017 | 11/2024 |
| Coldstream Capital Management | Bellevue | WA | 04/2015 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
| S66 | Uniform Combined State Law Examination | 2016-06-26 |
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