Steven T Larsen

Current Employers

Employment History

• 04/2005 → 05/2022
  Columbia Advisory Partners Llc
  Spokane, WA
• 05/2024 → 05/2025
  Aet Investment Services, Llc
  Spokane, WA
• 04/2005 → Present
  Columbia Advisory Partners Llc
  Spokane, WA
• 02/2025 → Present
  Columbia Private Markets, Llc
  Spokane, WA

Previous Registrations

• 2014-06-17 → 2022-05-13
  Columbia Advisory Partners, Llc
  Spokane, WA
  Dallas, TX
  Southlake, TX
  Houston, TX
  Bellingham, WA
• 2013-06-24 → 2016-05-02
  Cjb Financial Group Llc
  Spokane, WA
• 2012-01-20 → 2013-07-22
  Ten Capital Wealth Advisors, Llc
  Spokane, WA
• 2008-10-21 → 2012-01-23
  Fsic
  Spokane, WA
  Boca Raton, FL
  Spokane, WA
• 2010-10-12 → 2011-07-25
  Core Investment Strategies, Llc
  Spokane, WA
• 2005-05-10 → 2008-12-31
  Larsen Financial Corp
  Spokane, WA
• 2004-09-14 → 2005-05-13
  Signator Financial Services, Inc.
  Spokane, WA

Other Businesses

1) Name of Position: Steward Alts, LLC; Investment Related: Yes; Address 6501 N Cedar Rd, Spokane, WA 99208; Nature of Business: Manager of Regulation D Private Funds, Position/Role: Partner/Manager; Steve actively manages real estate and private credit deals; Start Date: 6/14/2023; Hours / Month: 12; Hours / Month During Trading Hours 12; 2) Name of Business: The Hartley Opportunity Fund, LLC and The Hartley Income Fund, LLC; Investment Related: Yes; Address: 6501 N Cedar Rd, Spokane, WA 99208; Nature of Business: Regulation A funds; Position/Role: President. Start Date: 11/2024; Hours / Month: 20; Hours / Month During Trading Hours: 20.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-27
• S66 Uniform Combined State Law Examination
  2004-08-25

Designations

Other Names

• Steven Thomas Larsen
• Steven Larsen
• Steve Larsen