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Kyle S Mcmahill

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 2023-01-30
  • WA RA
    APPROVED
    Since 2023-01-30

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
James Madison University Harrisonburg VA 08/2016 05/2020
Stoneleigh Golf & Country Club Round Hill VA 05/2017 08/2017
Shirley Contracting Company Lorton VA 07/2018 08/2018
Cintas Culpeper VA 06/2019 08/2019
Unemployed Seattle WA 05/2020 12/2020
Coldstream Wealth Management Bellevue WA 12/2020 02/2023
Coldstream Wealth Management Bellevue WA 02/2023 07/2026
Coldstream Wealth Management Bellevue WA 07/2026 Present
  • 08/2016 → 05/2020
    James Madison University
    Harrisonburg, VA
  • 05/2017 → 08/2017
    Stoneleigh Golf & Country Club
    Round Hill, VA
  • 07/2018 → 08/2018
    Shirley Contracting Company
    Lorton, VA
  • 06/2019 → 08/2019
    Cintas
    Culpeper, VA
  • 05/2020 → 12/2020
    Unemployed
    Seattle, WA
  • 12/2020 → 02/2023
    Coldstream Wealth Management
    Bellevue, WA
  • 02/2023 → 07/2026
    Coldstream Wealth Management
    Bellevue, WA
  • 07/2026 → Present
    Coldstream Wealth Management
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-28
  • S65 Uniform Investment Adviser Law Examination
    2023-01-28

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
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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