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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-22 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
650 Ne Holladay St. Suite 1500, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Portland | OR | 01/2016 | 06/2018 |
| University Of Portland | Portland | OR | 08/2018 | 05/2022 |
| Barsony Holsters And Belts Llc | Beaverton | OR | 06/2018 | 08/2022 |
| Enterprise Holdings, Inc. | Portland | OR | 07/2021 | 08/2021 |
| Boys And Girls Club Of Hungary | Budapest | 08/2022 | 08/2023 | |
| N/A | Apollo Beach | FL | 08/2023 | 12/2023 |
| Fisher Investments | Camas | WA | 12/2023 | 05/2026 |
| Coldstream Wealth Management | Portland | OR | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-22 |
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