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One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
| OR | RA | APPROVED | 2025-01-15 |
| WA | RA | APPROVED | 2011-01-24 |
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 |
|---|---|---|---|---|
| Pacific West Securities, Inc. | Renton | WA | 03/2009 | Present |
| Pacific West Financial Consultants, Inc. | Renton | WA | 03/2009 | Present |
| Coldstream Capital Management, Inc. | Bellevue | WA | 01/2011 | Present |
Rich's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-14 |
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