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.

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

Oct 6, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Oct 6, 2003

First registration

Feb 27, 2008

Dual registered

no

Other names

DINA LAUREN TSUNGU|DINA L TSUNGU|DINA TSUNGU|DINA LIENING

IAPD individual key

3231413

• Occurred

  May 10, 2023
  Advisor changed firm

  Dina Lauren Liening left Morgan Stanley for Coldstream Wealth Management (registered 2023-05-09)

  Form ADVobserved 4 days ago
• Occurred

  Oct 31, 2022
  Advisor changed firm

  Dina Lauren Liening left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2022-10-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ce6120f-2368-67e2-ffc7-6ae8d82877ea

First observed

Feb 27, 2008

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.