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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 | 2024-08-28 |
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 |
|---|---|---|---|---|
| Fred Meyer | Spokane | WA | 08/2014 | 10/2018 |
| Poole's Pub House | Spokane | WA | 10/2018 | 07/2021 |
| Spokane Falls Community College | Spokane | WA | 09/2016 | 06/2018 |
| Eastern Washington University | Cheney | WA | 09/2018 | 06/2022 |
| Columbia Advisory Partners | Spokane | WA | 02/2022 | Present |
Columbia Insurance Partners Not investment-related 3918 N Post Street Spokane WA, 99205 Life and health insurance Insurance producer Agent 10/2021 5 hours/month 0 hours during securities trading hours Performed duties of an insurance producer- provided quotes to people who potentially wanted to obtain life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
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