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Danielle Midori Uemura

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 2023-10-07
  • WA RA
    APPROVED
    Since 2023-10-07

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 Wealth Management Bellevue WA 08/2022 10/2023
Enterprise Rent A Car Renton WA 06/2019 08/2022
Unemployed Na WA 05/2019 06/2019
Forever 21 Bellingham WA 02/2018 05/2019
Unemployed Bellingham WA 09/2017 02/2018
Oshima Surf Kealakekua HI 06/2017 09/2017
Western Washington University - Student Na WA 09/2016 06/2019
Oshima Surf Kealakekua HI 03/2013 09/2016
Coldstream Wealth Management Bellevue WA 10/2023 12/2024
Coldstream Wealth Management Bellevue WA 12/2024 07/2026
Coldstream Wealth Management Bellevue WA 07/2026 Present
  • 08/2022 → 10/2023
    Coldstream Wealth Management
    Bellevue, WA
  • 06/2019 → 08/2022
    Enterprise Rent A Car
    Renton, WA
  • 05/2019 → 06/2019
    Unemployed
    Na, WA
  • 02/2018 → 05/2019
    Forever 21
    Bellingham, WA
  • 09/2017 → 02/2018
    Unemployed
    Bellingham, WA
  • 06/2017 → 09/2017
    Oshima Surf
    Kealakekua, HI
  • 09/2016 → 06/2019
    Western Washington University - Student
    Na, WA
  • 03/2013 → 09/2016
    Oshima Surf
    Kealakekua, HI
  • 10/2023 → 12/2024
    Coldstream Wealth Management
    Bellevue, WA
  • 12/2024 → 07/2026
    Coldstream Wealth Management
    Bellevue, WA
  • 07/2026 → Present
    Coldstream Wealth Management
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-07
Other Names
  • Danielle Uemura

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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