Best Investors
Account
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Best Investors
Account
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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-22 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
150 Sw Harrison Street Suite 300, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portland State University | Portland | OR | 11/2014 | 12/2018 |
| Isler Northwest Llc | Portland | OR | 01/2017 | 04/2017 |
| Perkins & Co | Portland | OR | 06/2017 | 08/2017 |
| Perkins & Co | Portland | OR | 01/2018 | 04/2018 |
| Perkins & Co | Portland | OR | 01/2019 | 09/2019 |
| Portland State University | Portland | OR | 09/2019 | 06/2020 |
| Rosenbaum Financial, Inc. | Portland | OR | 06/2020 | 09/2021 |
| Coldstream Wealth Management | Portland | OR | 10/2021 | 12/2023 |
| Portland State University | Portland | OR | 09/2014 | 12/2018 |
| Portland State University | Portland | OR | 09/2019 | 08/2020 |
| Coldstream Wealth Management | Portland | OR | 12/2023 | Present |
| Coldstream Wealth Management | Portland | OR | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
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