# PLATT PHILIP THOMAS

PLATT PHILIP THOMAS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 7 filing roles across Form ADV (7).

## Filings (7)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | CHIEF OPERATING OFFICER | BELLEVUE, WA |
| — | Form ADV | [BORDEAUX WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/287758) | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | MENLO PARK, CA |
| — | Form ADV | [LIVE OAK FAMILY OFFICES LLC](https://search.stillhousedata.com/firm/141570) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | ST. PETERSBURG, FL |
| — | Form ADV | [PATHLIGHT CAPITAL](https://search.stillhousedata.com/firm/291106) | MEMBER | BOSTON, MA |
| — | Form ADV | [RAINIER GROUP INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/132486) | GOVERNOR- LLC; CHIEF OPERATING OFFICER | BELLEVUE, WA |
| — | Form ADV | [THRESHOLD GROUP, LLC](https://search.stillhousedata.com/firm/129903) | MANAGING DIRECTOR OF OPERATIONS | SEATTLE, WA |
| — | Form ADV | [APPROPRIATE BALANCE FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/105458) | CHIEF COMPLIANCE OFFICER | BELLEVUE, WA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.