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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-06-24 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soccerwest | Seattle | WA | 02/2017 | 09/2017 |
| Bay Laurel Catering | Seattle | WA | 06/2014 | 09/2016 |
| University Of Washington | Seattle | WA | 09/2013 | 06/2017 |
| Axa Advisors, Llc | New York | NY | 09/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2017 | 08/2020 |
| Coldstream Wealth Management | Mercer Island | WA | 06/2021 | 02/2022 |
| Coldstream Wealth Management | Mercer Island | WA | 02/2022 | 06/2025 |
| Coldstream Wealth Management | Mercer Island | WA | 06/2025 | Present |
| Paracle Advisors | Mercer Island | WA | 08/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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