KENDALL BATE ACHESON is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2025-12-19 | present | Yes |
| CABLE HILL PARTNERS, LLC | 2017-06-23 | 2025-06-17 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2013-10-04 | 2017-06-27 | — |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2011-09-14 | 2013-10-09 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-07-12 | 2011-09-06 | — |