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6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-03-15 |
Branch Locations
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deer Park School District | Deer Park | WA | 02/2016 | 06/2017 |
| Columbia Advisory Partners Llc | Spokane | WA | 03/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-05 |
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