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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-02 |
Branch Locations
1155 Sw Morrison St Suite 400, Portland, OR 97205 • United States
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 |
|---|---|---|---|---|
| Cable Hill Partners, Llc | Portland | OR | 11/2021 | 05/2025 |
| Portland State University | Portland | OR | 02/2011 | 03/2021 |
| Sunriver Resort | Sunriver | OR | 05/2021 | 10/2021 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | Present |
Oregon Repertory Singers; Board Member; Non Investment Related; PO Box 820057 Portland OR 97282; 501c3 non-profit organization; Finance Committee; 2024-08-01; 4 Hours per month devoted to business outside trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
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