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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| WA | RA | APPROVED | 2020-08-06 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Bellevue | WA | 12/2015 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 06/2017 |
| Integrity Financial Corporation | Bellevue | WA | 09/2017 | 06/2019 |
| Oppenheimer & Co. Inc. | Seattle | WA | 06/2019 | 06/2019 |
| Coldstream Wealth Management | Bellevue | WA | 06/2019 | 01/2022 |
| Coldstream Securities Inc. | Bellevue | WA | 06/2019 | 11/2024 |
| Coldstream Wealth Management | Bellevue | WA | 01/2022 | 09/2023 |
| Coldstream Wealth Management | Bellevue | WA | 09/2023 | 12/2024 |
| Coldstream Wealth Management | Bellevue | WA | 12/2024 | 12/2025 |
| Coldstream Wealth Management | Bellevue | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-20 |
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