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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-22
  • WA RA
    APPROVED
    Since 2025-08-22

Branch Locations

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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
Coldstream Wealth Management Mercer Island WA 10/2024 12/2025
Bishop Blanchet Highschool Seattle WA 09/2016 05/2020
N/A Seattle WA 02/2020 12/2020
Washington State University Pullman WA 08/2020 05/2024
Merrill Lynch Seattke WA 05/2022 08/2022
Tau Kappa Epsilon Fraternity Pullman WA 12/2021 12/2022
Kbc Advisors Seattle WA 05/2023 08/2023
Associated Students Of Washington State University Pullman WA 03/2023 04/2024
N/A Seattle WA 05/2016 09/2016
N/A Seattle WA 05/2024 10/2024
Coldstream Wealth Management Mercer Island WA 12/2025 Present
  • 10/2024 → 12/2025
    Mercer Island, WA
  • 09/2016 → 05/2020
    Bishop Blanchet Highschool
    Seattle, WA
  • 02/2020 → 12/2020
    N/A
    Seattle, WA
  • 08/2020 → 05/2024
    Washington State University
    Pullman, WA
  • 05/2022 → 08/2022
    Merrill Lynch
    Seattke, WA
  • 12/2021 → 12/2022
    Tau Kappa Epsilon Fraternity
    Pullman, WA
  • 05/2023 → 08/2023
    Kbc Advisors
    Seattle, WA
  • 03/2023 → 04/2024
    Associated Students Of Washington State University
    Pullman, WA
  • 05/2016 → 09/2016
    N/A
    Seattle, WA
  • 05/2024 → 10/2024
    N/A
    Seattle, WA
  • 12/2025 → Present
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-22
Other Names
  • Cade D Hampson

View on SEC IAPD

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