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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-26 |
Branch Locations
150 Sw Harrison St., Portland, OR 97204 • 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 |
|---|---|---|---|---|
| University Of Oregon | Eugene | OR | 03/2016 | 09/2016 |
| University Of Oregon | Eugene | OR | 09/2016 | 10/2017 |
| N/A | Eugene | OR | 10/2017 | 05/2018 |
| Alpha Chi Omega Fraternity | Indianapolis | IN | 06/2018 | 03/2020 |
| Alpha Chi Omega Fraternity | Indianapolis | IN | 05/2020 | 05/2022 |
| Coldstream Wealth Management | Portland | OR | 05/2022 | 12/2022 |
| Coldstream Wealth Management | Portland | OR | 01/2023 | 02/2024 |
| Coldstream Wealth Management | Portland | OR | 12/2024 | Present |
| Coldstream Wealth Management | Portland | OR | 02/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-25 |
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