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Data Factory

RIA / WealthAdvisorChartered Financial Analyst23 years in industry

BRYAN PAUL SHIPLEY

Advisor at COLDSTREAM WEALTH MANAGEMENT

Portland, OR | BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ccd7c22-35bc-4584-e051-046b25c192cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jun 30, 2023 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bryan Paul Shipley

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLDSTREAM WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jun 30, 2023
Dual registered: no
IAPD individual key: 6764785

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Jan 1, 2026	n/a	yes	Portland, OR\|BELLEVUE, WA	Current employment
ARNERICH MASSENA, INC.	Former SEC adviser	Jun 30, 2023	Aug 29, 2024	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARNERICH MASSENA, INC.	COLDSTREAM WEALTH MANAGEMENT	Aug 29, 2024	Jan 1, 2026	490	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
116395:108805:OR:2024-08-29	Aug 29, 2024	Jan 1, 2026	PORTLAND, OR	Firm change after gap

Relationships

Registered with (2)

→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ ARNERICH MASSENA, INC.Registered adviserregistration: previous registration
Jun 30, 2023 to Aug 29, 2024factForm ADV

Dated events

Occurred
Aug 29, 2024
Advisor changed firm
Bryan Paul Shipley left Arnerich Massena, Inc. for Coldstream Wealth Management (registered 2026-01-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ccd7c22-35bc-4584-e051-046b25c192cb
First observed: Jun 30, 2023
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRYAN PAUL SHIPLEY

Advisor at COLDSTREAM WEALTH MANAGEMENT

Portland, OR | BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ccd7c22-35bc-4584-e051-046b25c192cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COLDSTREAM WEALTH MANAGEMENT

Independent wealth

Jan 1, 2026

n/a

yes

Portland, OR|BELLEVUE, WA

Current employment

ARNERICH MASSENA, INC.

Former SEC adviser

Jun 30, 2023

Aug 29, 2024

PORTLAND, OR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ARNERICH MASSENA, INC.

COLDSTREAM WEALTH MANAGEMENT

Aug 29, 2024

Jan 1, 2026

490

Firm change after gap

RIA to RIA

Team

Left

Joined

From

Kind

116395:108805:OR:2024-08-29

Aug 29, 2024

Jan 1, 2026

PORTLAND, OR

Firm change after gap