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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1155 Sw Morrison St Suite 400, Portland, OR 97205 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lake Oswego | OR | 04/2018 | 08/2019 |
| Family Solutions | Medford | OR | 01/2018 | 04/2018 |
| Us Forest Service | Canon City | CO | 08/2017 | 11/2017 |
| The Ojai Foundation | Ojai | CA | 01/2017 | 05/2017 |
| The Nature Conservancy | Ventura | CA | 07/2016 | 01/2017 |
| Ameriprise Financial Services, Inc | Portland | OR | 09/2019 | 08/2023 |
| Cable Hill Partners, Llc | Portland | OR | 08/2023 | 05/2025 |
| Coldstream Wealth Management | Bellevue | WA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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