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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-23 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kirkland Parks & Rec | Kirkland | WA | 06/2016 | 09/2016 |
| Lake Washington High School | Kirkland | WA | 10/2016 | 05/2017 |
| Kirkland Parks & Rec | Kirkland | WA | 06/2017 | 09/2017 |
| Gonzaga University | Spokane | WA | 10/2017 | 05/2018 |
| Kirkland Parks & Rec | Kirkland | WA | 06/2018 | 09/2018 |
| Gonzaga University | Spokane | WA | 10/2018 | 05/2019 |
| Kirkland Parks & Rec | Kirkland | WA | 06/2019 | 09/2019 |
| Gonzaga University | Spokane | WA | 10/2019 | 05/2020 |
| Unemployed | Kirkland | WA | 06/2020 | 09/2020 |
| Gonzaga University | Spokane | WA | 10/2020 | 05/2021 |
| Unemployed | Kirkland | WA | 06/2021 | 10/2021 |
| Coldstream Wealth Management, Inc. | Mercer Island | WA | 11/2021 | 10/2024 |
| Coldstream Wealth Management | Mercer Island | WA | 10/2024 | 12/2024 |
| Coldstream Wealth Management | Mercer Island | WA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
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