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Advisor at COLDSTREAM WEALTH MANAGEMENT
BELLEVUE, WA | Portland, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| 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 | May 14, 2020 | Jun 17, 2025 | no | PORTLAND, OR | Previous registration |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | Asset manager | Dec 19, 2012 | Apr 7, 2020 | no | PORTLAND, OR|BOSTON, MA|LAKE OSWEGO, OR | Previous registration |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Asset manager | Dec 22, 2008 | Dec 31, 2010 | no | PORTLAND, OR|BOSTON, MA | Previous registration |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Mar 5, 2001 | May 21, 2008 | no | PORTLAND, OR | Previous registration |
| 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 |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | CABLE HILL PARTNERS, LLC | Apr 7, 2020 | May 14, 2020 | 37 | Firm change | Other |
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | MANULIFE INVESTMENT MANAGEMENT (US) LLC | Dec 31, 2010 | Dec 19, 2012 | 719 | Bulk transfer | Other |
| STANCORP INVESTMENT ADVISERS, INC. | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | May 21, 2008 | Dec 22, 2008 | 215 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168252:108805:OR:2025-06-17 | Jun 17, 2025 | Jun 2, 2025 | PORTLAND, OR | Firm change |