This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COLUMBIA ADVISORY PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S65

First exam

Nov 16, 2007

First registration

Nov 30, 2007

Dual registered

no

Other names

SUSAN MARIE BERGSTROM

IAPD individual key

5460863

• Occurred

  Sep 23, 2024
  Advisor changed firm

  Susan Marie Marshall left Griffiths, Dreher & Evans, P.S., Cpas for Columbia Advisory Partners, Llc (registered 2024-09-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2518b4f9-cd1f-9265-4029-5fa24b3fe487

First observed

Nov 30, 2007

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.