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Davis Alexander Karaica

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 2018-11-12
  • WA RA
    APPROVED
    Since 2018-11-12

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
Coldstream Capital Management, Inc. Bellevue WA 11/2017 Present
Kinetic 6 Fitness Seattle WA 01/2017 11/2017
Seattle Pacific University Seattle WA 01/2013 12/2016
  • 11/2017 → Present
    Coldstream Capital Management, Inc.
    Bellevue, WA
  • 01/2017 → 11/2017
    Kinetic 6 Fitness
    Seattle, WA
  • 01/2013 → 12/2016
    Seattle Pacific University
    Seattle, WA
Other Businesses

Davis' primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2018-11-12

View on SEC IAPD

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