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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-04 |
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 |
|---|---|---|---|---|
| Starbucks | Lake Oswego | OR | 07/2018 | 09/2018 |
| H&M | Tigard | OR | 07/2019 | 09/2019 |
| Jersey Mikes | Lake Oswego | OR | 06/2017 | 08/2017 |
| University Of Oregon | Eugene | OR | 09/2018 | 06/2021 |
| University Of San Francisco | San Francisco | CA | 08/2017 | 05/2018 |
| Lake Oswego High School | Lake Oswego | OR | 09/2013 | 06/2017 |
| Blue Water Wealth | Portland | OR | 11/2021 | 03/2024 |
| Unemployed | Portland | OR | 07/2021 | 10/2021 |
| Unemployed | Portland | OR | 03/2024 | 12/2024 |
| Coldstream Wealth Management | Bellevue | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-15 |
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