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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 | 2019-12-02 |
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 |
|---|---|---|---|---|
| Columbia Advisory Partners Llc | Spokane | WA | 11/2019 | Present |
| Columbia Advisory Partners Llc | Spokane | WA | 11/2007 | 01/2020 |
| Sharp Shooting Indoor Range And Gun Shop Inc | Spokane | WA | 07/2006 | 04/2018 |
| Columbia Advisory Partners Llc | Spokane | WA | 01/2020 | 02/2025 |
| Aet Investment Services | Spokane | WA | 09/2024 | 05/2025 |
| Columbia Private Markets Llc | Spokane | WA | 02/2025 | Present |
AS OF 06/16/23 - OWNER OF STEWARD ALTS, LLC, A PRIVATE PLACEMENT MANAGER FOR PRIVATE FUNDS, 10 HOURS PER MONTH OF WHICH 2 HOURS PER MONTH ARE DURING TRADING HOURS, ACTING AS CFO FOR THE BUSINESS WHICH PROVIDES INVESTMENT ADVICE AND MANAGEMENT OF PRIVATE FUNDS. Additionally, 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: Chief Financial Officer. Start Date: 11/2024; Hours / Month:10; Hours / Month During Trading Hours: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-01 |
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