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COLDSTREAM HOLDINGS, INC.

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Company Details

Legal Name: COLDSTREAM HOLDINGS, INC.
Jurisdiction: WASHINGTON
Entity Type: FOREIGN PROFIT CORPORATION
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: May 16th 1996
Expiration date: 31 May 2026
UBI Number: 601 713 681
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 1 100TH AVE NE STE 102, BELLEVUE, WA, 98004-5608, UNITED STATES

Contact Details

E-Mail: ACCOUNTSPAYABLE@COLDSTREAM.COM

Nature of Business

Holding Company

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Registered Agent Information

Name Role Address
KEVIN FITZWILSON Registered Agent 1895 W MERCER WAY, MERCER ISLAND, WA, 98040-2018, UNITED STATES

Key Officers & Management

Name Role
KEVIN FITZWILSON Governing Person
RUSH BENTON Governing Person
DAVID ROBERTS Governing Person
HEATHER REDMAN Governing Person
JOSH HARRIS Governing Person
REEGAN RAE Governing Person
ANNE MARIE STONICH Governing Person

Paycheck Protection Program

Jobs Reported:
73
Initial Approval Amount:
$1,425,300
Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$1,425,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$1,437,405.29
Servicing Lender:
Zions Bank, A Division of
Use of Proceeds:
Payroll: $1,425,300

Trademarks

Serial Number:
86885702
Mark:
SMALL FIRM VALUES. BIG FIRM REACH.
Status:
Registration cancelled because registrant did not file an acceptable d...
Mark Type:
Service Mark
Application Filing Date:
2016-01-25
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SMALL FIRM VALUES. BIG FIRM REACH.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advising services; financial planning services
First Use:
2015-11-17
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
75395555
Mark:
COLDSTREAM
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
1997-11-24
Mark Drawing Type:
1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Literal Elements:
COLDSTREAM
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
investment advising services
First Use:
1996-04-15
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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1 100TH AVE NE STE 102, BELLEVUE, WA, 98004-5608, UNITED STATES

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