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Jeremy Daniel Russell

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 2016-03-15
  • WA RA
    APPROVED
    Since 2016-03-15

Branch Locations

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • 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
Deer Park School District Deer Park WA 02/2016 06/2017
Columbia Advisory Partners Llc Spokane WA 03/2016 Present
Previous Registrations
  • 2015-11-05 → 2016-03-22
    Waddell & Reed
    Spokane, WA
Other Businesses

AS OF 06/16/23 - OWNER OF STEWARD ALTS, LLC, A PRIVATE PLACEMENT MANAGER FOR PRIVATE FUNDS, 4 HOURS PER MONTH DURING TRADING HOURS, PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PRIVATE FUNDS. AS OF 06/16/23 - OWNER OF SNAP FP, LLC, DEVELOPER OF FINANCIAL PLANNING SOFTWARE, 4 HOURS PER MONTH DURING TRADING HOURS, PROVIDING CONSULTING ADVICE FOR THE DEVELOPMENT OF FINANCIAL PLANNING SOFTWARE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-05
  • S66 Uniform Combined State Law Examination
    2015-11-05
Other Names
  • Jeremy Russell

View on SEC IAPD

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