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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 2, 2020

First registration

Nov 2, 2020

Dual registered

no

Other names

BETHANY PURKAPILE

IAPD individual key

7255406

• Occurred

  Jun 17, 2025
  Advisor changed firm

  Bethany Rachelle Purkapile left Cable Hill Partners, Llc for Coldstream Wealth Management (registered 2025-06-03)

  Form ADVobserved 5 days ago
• Occurred

  Feb 2, 2023
  Advisor changed firm

  Bethany Rachelle Purkapile left Sloy, Dahl & Holst, Llc for Cable Hill Partners, Llc (registered 2023-02-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b1e7a249-117f-d0b2-96d3-39f50ef0cab3

First observed

Nov 2, 2020

Last observed

Sep 15, 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.