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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-02 |
Branch Locations
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
1155 Sw Morrison St Suite 400, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cheesecake Factory | Tigard | OR | 08/2010 | 06/2018 |
| Raymond James Financial Services, Inc. | Lake Oswego | OR | 02/2018 | 06/2021 |
| Cable Hill Partners, Llc | Portland | OR | 06/2021 | 05/2025 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-06 |
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