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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 2024-08-15
  • WA RA
    APPROVED
    Since 2024-08-15

Branch Locations

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

1200 Westlake Ave. N Ste 900, Seattle, WA 98109 • 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
Ameriprise Financial Services, Llc Minneapolis MN 05/2023 08/2024
Washington State Legislature Olympia WA 01/2022 03/2022
Duke's Seafood Seattle WA 04/2021 12/2021
Boundless Immigration Seattle WA 06/2020 03/2021
University Of Washington Seattle WA 10/2019 05/2020
Washington Policy Center Seattle WA 06/2019 09/2019
University Of Washington Seattle WA 09/2018 05/2019
Mercer Island Beach Club Mercer Island WA 05/2018 08/2018
Mercer Island High School Mercer Island WA 01/2018 04/2018
Mercer Island Country Club Mercer Island WA 08/2015 12/2017
Ameriprise Financial Services, Llc Minneapolis MN 02/2023 04/2023
Self-Employment Seattle WA 09/2022 01/2023
Extended Travel Seattle WA 04/2022 08/2022
Coldstream Wealth Management Bellevue WA 08/2024 Present
  • 05/2023 → 08/2024
    Minneapolis, MN
  • 01/2022 → 03/2022
    Washington State Legislature
    Olympia, WA
  • 04/2021 → 12/2021
    Duke's Seafood
    Seattle, WA
  • 06/2020 → 03/2021
    Boundless Immigration
    Seattle, WA
  • 10/2019 → 05/2020
    University Of Washington
    Seattle, WA
  • 06/2019 → 09/2019
    Washington Policy Center
    Seattle, WA
  • 09/2018 → 05/2019
    University Of Washington
    Seattle, WA
  • 05/2018 → 08/2018
    Mercer Island Beach Club
    Mercer Island, WA
  • 01/2018 → 04/2018
    Mercer Island High School
    Mercer Island, WA
  • 08/2015 → 12/2017
    Mercer Island Country Club
    Mercer Island, WA
  • 02/2023 → 04/2023
    Minneapolis, MN
  • 09/2022 → 01/2023
    Self-Employment
    Seattle, WA
  • 04/2022 → 08/2022
    Extended Travel
    Seattle, WA
  • 08/2024 → Present
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23
Designations

View on SEC IAPD

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