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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

DAVID EDWIN POWERS

Advisor at COLDSTREAM WEALTH MANAGEMENT

BELLEVUE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2010 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 17, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Dec 17, 2010
Dual registered: no
Other names: DAVID EDWIN POWERS
IAPD individual key: 2921704

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	Dec 3, 2014	n/a	yes	BELLEVUE, WA	Current employment
SANDY COVE ADVISORS, LLC	Independent wealth	Mar 4, 2014	Apr 3, 2015	no	HINGHAM, MA	Previous registration
KANON BLOCH CARRE	Former SEC adviser	Sep 2, 2011	Sep 4, 2014	no	HANSON, MA	Previous registration
RINET COMPANY, LLC	Former SEC adviser	Dec 17, 2010	Jun 13, 2011	no	BOSTON, MA	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
SANDY COVE ADVISORS, LLC	COLDSTREAM WEALTH MANAGEMENT	Apr 3, 2015	Dec 3, 2014	-121	Firm change after gap	Other
KANON BLOCH CARRE	SANDY COVE ADVISORS, LLC	Sep 4, 2014	Mar 4, 2014	-184	Firm change after gap	Other
RINET COMPANY, LLC	KANON BLOCH CARRE	Jun 13, 2011	Sep 2, 2011	81	Firm change	Other

Relationships

Registered with (4)

→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 3, 2014 to presentfactForm ADV
→ SANDY COVE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 4, 2014 to Apr 3, 2015factForm ADV
→ KANON BLOCH CARRERegistered adviserregistration: previous registration
Sep 2, 2011 to Sep 4, 2014factForm ADV
→ RINET COMPANY, LLCRegistered adviserregistration: previous registration
Dec 17, 2010 to Jun 13, 2011factForm ADV

Dated events

No dated event names this entity yet.