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

Apr 8, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63|S66

First exam

Apr 8, 1994

First registration

Jan 25, 1995

Dual registered

no

Other names

Ruby Gae Vidal|Larissa Thompson|Larissa Thompson Amir|LARISSA Thompson Vidal|blank field|blank field|blank field|blank field|blank field|Larissa Vidal

IAPD individual key

2456112

• Occurred

  Jun 16, 2022
  Advisor changed firm

  Larissa Thompson Vidal left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Coldstream Wealth Management (registered 2022-06-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:63b22bf4-cbef-0bf6-9e5c-86b118b58596

First observed

Jan 25, 1995

Last observed

Sep 15, 2026 4 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.