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Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-15
  • OR RA
    APPROVED
    Since 2025-01-15

Branch Locations

150 Sw Harrison St. Suite 300, Portland, OR 97201 • United States

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rosenbaum Financial Inc Portland OR 11/2014 09/2021
Coldstream Wealth Management Portland OR 10/2021 Present
Previous Registrations
  • 2015-03-06 → 2022-03-31
    Rosenbaum Financial
    Portland, OR
  • 2015-01-02 → 2016-06-10
    Ameritas Investment Company, Llc
    Portland, OR
    Lincoln, NE
  • 2013-11-04 → 2014-09-26
    Tigard, OR
    Portland, OR
  • 2006-10-09 → 2008-11-03
    Vancouver, WA
Other Businesses

Darin's primary business activity is working as a registered investment advisor for Coldstream Wealth Management. He is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance types.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-03
  • S66 Uniform Combined State Law Examination
    2013-11-03

View on SEC IAPD

Other Firms

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