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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Coldstream Wealth Management, Inc. | Bellevue | WA | 06/2022 | 10/2024 |
| Umpqua Bank | North Bend | WA | 03/2021 | 06/2022 |
| Ace Hardware | North Bend | WA | 11/2020 | 03/2021 |
| United Parcel Service (Ups) | North Bend | WA | 12/2018 | 01/2019 |
| United Parcel Service (Ups) | North Bend | WA | 12/2019 | 01/2020 |
| Washington State Department Of Natural Resources | North Bend | WA | 06/2019 | 08/2019 |
| Chipotle Mexican Grill | Issaquah | WA | 05/2018 | 08/2019 |
| The Club At Snoqualmie Ridge | Snoqualmie | WA | 02/2017 | 07/2017 |
| Washington State University | Pullman | WA | 08/2017 | 05/2020 |
| Bellevue College | Bellevue | WA | 09/2015 | 06/2017 |
| Unemployed | North Bend | WA | 05/2020 | 11/2020 |
| Coldstream Wealth Management | Belleuve | WA | 10/2024 | 02/2025 |
| Coldstream Wealth Management | Belleuve | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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