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Susan Marie Marshall

Columbia Advisory Partners, LLC

Spokane, WA

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Current Employers
Columbia Advisory Partners, Llc

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-13
  • WA RA
    APPROVED
    Since 2024-09-13

Branch Locations

3918 N Post Street, Spokane, WA 99205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Griffiths, Dreher & Evans, Ps, Cpas Spokane WA 06/1995 09/2024
Columbia Advisory Partners Llc Spokane WA 09/2024 Present
Previous Registrations
Other Businesses

- Susan Marshall, PS, CPA, non-investment related, 9809 N Snyder Spokane, WA 99208, CPA practice, President, 08/2006, 4 hrs/week, 2 hrs/week during securities trading hours. - Marshall's Plumbing, Inc., non-investment related, 9809 N Snyder Spokane, WA 99208, Residential Plumbing, Vice President, 01/2003, 1 hr/month, 0 hrs/month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-16
  • S65 Uniform Investment Adviser Law Examination
    2007-11-16
Designations
Other Names
  • Susan Marie Bergstrom

View on SEC IAPD

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