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Yongtai Qi

Coldstream Wealth Management

Bellevue, WA

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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 2022-11-18
  • WA RA
    APPROVED
    Since 2022-11-18

Branch Locations

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
Western Washington University Bellingham WA 09/2015 06/2019
World Financial Group Piscataway NJ 08/2017 12/2020
Pacific Lutheran University Tacoma WA 06/2019 08/2020
Unemployed Tacoma WA 12/2020 09/2021
Chempoint Bellevue WA 10/2021 02/2022
Coldstream Wealth Management Bellevue WA 02/2022 Present
  • 09/2015 → 06/2019
    Western Washington University
    Bellingham, WA
  • 08/2017 → 12/2020
    World Financial Group
    Piscataway, NJ
  • 06/2019 → 08/2020
    Pacific Lutheran University
    Tacoma, WA
  • 12/2020 → 09/2021
    Unemployed
    Tacoma, WA
  • 10/2021 → 02/2022
    Chempoint
    Bellevue, WA
  • 02/2022 → Present
    Coldstream Wealth Management
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18
Other Names
  • Calm Qi

View on SEC IAPD

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Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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