DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Coldstream Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Megan Cable Hannah | Emerald Advisors, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jul 30, 2026 | Aug 25, 2026 |
| John Gross | Ameriprise Financial Services, LLC national BD | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2026 | Jun 1, 2026 |
| Trevor Dean Scambray | LPL Enterprise, LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2026 | May 26, 2026 |
| Matthew Thomas Gray | Nectarine no RAUM | Coldstream Wealth Management independent RIA | Other | May 12, 2026 | Jun 1, 2026 |
| Anthony Higgins | Avantax Planning Partners, Inc. BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2026 | Mar 4, 2026 |
| Krista Marie Charlton | Ascent Capital independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jan 2, 2026 | Dec 23, 2025 |
| Wentao Liu | Mainsail Financial Group independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Sep 2, 2025 | Oct 3, 2025 (31 d) |
| Julia N Marzella | Morgan Stanley wirehouse | Coldstream Wealth Management independent RIA | Wirehouse to independent RIA | Jul 14, 2025 | Jan 14, 2026 (184 d) |
| Anthony Christopher Rue | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jun 3, 2025 |
| Christopher James Mcrae | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jan 1, 2026 (197 d) |
| Anna Katherine Shaw | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jun 3, 2025 |
| Reem Yousef Rizk-Hunter | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jun 2, 2025 |
| Meredith Appell Stewart | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jan 1, 2026 (197 d) |
| Robert Warren Young | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jun 2, 2025 |
| Nicholas Rhodes Running | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jun 2, 2025 |
| Jesse Benjamin Sigrist | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 18, 2025 | Jun 3, 2025 |
| Jeffrey Allan Gates | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 24, 2025 |
| David Brian Christian | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 3, 2025 |
| Brian Michael Hefele | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 3, 2025 |
| Ryan J Christensen | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 2, 2025 |
| Kendall Bate Acheson | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Dec 19, 2025 (185 d) |
| Todd Robert Hobson | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 2, 2025 |
| Shelby Ann Desiervo | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jan 1, 2026 (198 d) |
| Jennifer Susan Estner | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 3, 2025 |
| Bethany Rachelle Purkapile | Cable Hill Partners, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 17, 2025 | Jun 3, 2025 |
| Amanda Jane Louise Stribrny | Zevenbergen Capital Investments LLC other | Coldstream Wealth Management independent RIA | Other | May 28, 2025 | Aug 7, 2025 (71 d) |
| James B. Claypool | Hbc Financial Services, Pllc independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jan 31, 2025 | Jan 21, 2025 |
| James Dayton Guard | Hbc Financial Services, Pllc independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jan 31, 2025 | Jan 21, 2025 |
| Erika Swick Allen | Hbc Financial Services, Pllc independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jan 31, 2025 | Jan 21, 2025 |
| Keely Renae Suratt | Fisher Investments independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jan 2, 2025 | Mar 25, 2026 (447 d) |
| Alannah Cherise Clark | Brighton Jones LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Dec 2, 2024 | Dec 12, 2024 |
| Pierson Bennett Zahn | Blue Water Wealth independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Nov 26, 2024 | Dec 4, 2024 |
| Daniel Luikwong Yeung | The Caprock Group, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Oct 1, 2024 | Nov 4, 2024 (34 d) |
| Lindsay Diana Hessel | Icon Financial Services LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Sep 11, 2024 | Feb 27, 2026 (534 d) |
| Melody Marie Behnke | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jul 10, 2024 |
| Glen Jonathan Goland | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jul 10, 2024 |
| Reegan Elizabeth Rae | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jul 10, 2024 |
| David Jozef Janec | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jul 10, 2024 |
| Matthew Stewart Sampson | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jul 10, 2024 |
| Ryland Bennett Moore | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jul 10, 2024 |
| Bryan Paul Shipley | Arnerich Massena, Inc. independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Aug 29, 2024 | Jan 1, 2026 (490 d) |
| Henry Lemaster | Ameriprise Financial Services, LLC national BD | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2024 | Aug 15, 2024 |
| Alicia Follmer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coldstream Wealth Management independent RIA | Wirehouse to independent RIA | Jan 24, 2024 | Aug 12, 2024 (201 d) |
| James Lawrence Moore | Parcion Private Wealth LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Nov 17, 2023 | Dec 14, 2023 |
| Kevin Dale Peterson | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2023 | Nov 8, 2023 |
| Shane John Payette | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Oct 2, 2023 |
| Victoria Kay Serles | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Oct 2, 2023 |
| Kevin Vaughn Kepler | Eagle Strategies LLC BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Oct 2, 2023 |
| Daniel Anthony Hill | Merriman independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jun 9, 2023 | Oct 19, 2023 (132 d) |
| Dina Lauren Liening | Morgan Stanley wirehouse | Coldstream Wealth Management independent RIA | Wirehouse to independent RIA | May 10, 2023 | May 9, 2023 |
| Heather O Hamamoto | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coldstream Wealth Management independent RIA | Wirehouse to independent RIA | Jan 20, 2023 | Feb 21, 2023 (32 d) |
| Alissa Jess Wright | Fulcrum Capital, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jan 18, 2023 | Feb 1, 2023 |
| Christopher Allen Holt | Fidelity Personal And Workplace Advisors BD affiliated | Coldstream Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 11, 2023 | Feb 21, 2023 (41 d) |
| Wesley Burroughs | LPL Financial LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Nov 29, 2022 | Feb 22, 2023 (85 d) |
| Arthur Jacob Winston | Wayfinding Financial, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Oct 10, 2022 | Nov 10, 2022 (31 d) |
| Larissa Thompson Vidal | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Coldstream Wealth Management independent RIA | Wirehouse to independent RIA | Jun 16, 2022 | Jun 23, 2022 |
| Jewels Agustin Oliquiano | Brighton Jones LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Apr 14, 2022 | May 6, 2022 |
| Mark Phillip Rosenbaum | Rosenbaum Financial independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Mar 31, 2022 | Oct 11, 2021 |
| Darin Andrew Sevier | Rosenbaum Financial independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Mar 31, 2022 | Jan 15, 2025 (1021 d) |
| Kimberly Sue Rosenberg | Rosenbaum Financial independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Mar 31, 2022 | Jan 1, 2026 (1372 d) |
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111 moves match.