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Janice Tina Dsilva

Coldstream Wealth Management

Bellevue, WA

Mercer Island, 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 2024-02-05
  • WA RA
    APPROVED
    Since 2024-02-05

Branch Locations

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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
National Institute Of Technology Karnataka 06/2015 05/2017
Break Mangalore 06/2017 08/2017
Cgi Inc. Bengaluru 08/2017 12/2021
Break Seattle WA 01/2022 06/2022
Tutor.cOm Seattle WA 06/2022 Present
Coldstream Wealth Management Mercer Island WA 09/2023 10/2024
Coldstream Wealth Management Mercer Island WA 10/2024 12/2024
Coldstream Wealth Management Mercer Island WA 12/2024 Present
  • 06/2015 → 05/2017
    National Institute Of Technology
    Karnataka
  • 06/2017 → 08/2017
    Break
    Mangalore
  • 08/2017 → 12/2021
    Cgi Inc.
    Bengaluru
  • 01/2022 → 06/2022
    Break
    Seattle, WA
  • 06/2022 → Present
    Tutor.cOm
    Seattle, WA
  • 09/2023 → 10/2024
    Coldstream Wealth Management
    Mercer Island, WA
  • 10/2024 → 12/2024
    Coldstream Wealth Management
    Mercer Island, WA
  • 12/2024 → Present
    Coldstream Wealth Management
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-03
  • S65 Uniform Investment Adviser Law Examination
    2024-02-03

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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