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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 2025-06-25
OR RA APPROVED 2025-06-24
  • WA RA
    APPROVED
    Since 2025-06-25
  • OR RA
    APPROVED
    Since 2025-06-24

Branch Locations

1155 Sw Morrison St Suite 400, Portland, OR 97205 • United States

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
Cable Hill Partners, Llc Portland OR 05/2016 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-15
S63 Uniform Securities Agent State Law Examination 2003-09-06
  • S66 Uniform Combined State Law Examination
    2008-05-15
  • S63 Uniform Securities Agent State Law Examination
    2003-09-06
Designations

View on SEC IAPD

Other Firms

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Other Offices

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