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RIA / WealthAdvisorCertified Financial Planner17 years in industry

TODD ROBERT HOBSON

Advisor at COLDSTREAM WEALTH MANAGEMENT

Portland, OR | BELLEVUE, WA

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Search this name across graphsid dfx:ria:201c382c-329f-10f1-faa1-dbde2aa627fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 7, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: Dec 29, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 29, 2008
First registration: Jan 7, 2009
Dual registered: no
IAPD individual key: 5591570

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	Jun 2, 2025	n/a	yes	Portland, OR\|BELLEVUE, WA	Current employment
CABLE HILL PARTNERS, LLC	Former SEC adviser	Jan 12, 2023	Jun 17, 2025	no	PORTLAND, OR	Previous registration
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Mar 8, 2018	Jan 20, 2023	no	PORTLAND, OR	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jul 8, 2014	Mar 14, 2018	no	PORTLAND, OR\|BEAVERTON, OR\|BEAVERTON, OR\|TIGARD, OR\|FOREST GROVE, OR\|CORNELIUS, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Jul 8, 2014	no	LAKE OSWEGO, OR\|BEAVERTON, OR\|TIGARD, OR\|VANCOUVER, WA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jan 7, 2009	Jan 3, 2011	no	BEAVERTON, 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
CABLE HILL PARTNERS, LLC	COLDSTREAM WEALTH MANAGEMENT	Jun 17, 2025	Jun 2, 2025	-15	Firm change	RIA to RIA
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	CABLE HILL PARTNERS, LLC	Jan 20, 2023	Jan 12, 2023	-8	Firm change	RIA to RIA
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Mar 14, 2018	Mar 8, 2018	-6	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 8, 2014	Jul 8, 2014	0	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
168252:108805:OR:2025-06-17	Jun 17, 2025	Jun 2, 2025	PORTLAND, OR	Firm change

Relationships

Registered with (6)

→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 2, 2025 to presentfactForm ADV
→ CABLE HILL PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 12, 2023 to Jun 17, 2025factForm ADV
→ STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Mar 8, 2018 to Jan 20, 2023factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jul 8, 2014 to Mar 14, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Jul 8, 2014factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 7, 2009 to Jan 3, 2011factForm ADV

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
Todd Robert Hobson left Cable Hill Partners, Llc for Coldstream Wealth Management (registered 2025-06-02)
Form ADVobserved 6 days ago
Occurred
Jan 20, 2023
Advisor changed firm
Todd Robert Hobson left Steward Partners Investment Solutions, Llc for Cable Hill Partners, Llc (registered 2023-01-12)
Form ADVobserved 6 days ago