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Advisor at COLUMBIA ADVISORY PARTNERS, LLC
SPOKANE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS, LLC | Independent wealth | Jan 9, 2018 | n/a | yes | SPOKANE, WA | Current employment |
| PRUCO SECURITIES, LLC | No RAUM reported | Dec 20, 2016 | Jan 9, 2018 | no | Mercer Island, WA | Previous registration |
| MERIDIAN CAPITAL MANAGEMENT, LLC | n/a | Sep 23, 2014 | Oct 25, 2016 | no | SPOKANE, WA | Previous registration |
| TEN CAPITAL WEALTH ADVISORS, LLC | Former SEC adviser | Jun 10, 2013 | Mar 17, 2014 | no | SPOKANE, WA | Previous registration |
| ICM ASSET MANAGEMENT INC | Former SEC adviser | Jun 21, 2005 | Dec 31, 2011 | no | SPOKANE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | COLUMBIA ADVISORY PARTNERS, LLC | Jan 9, 2018 | Jan 9, 2018 | 0 | Firm change | Ibd to RIA |
| MERIDIAN CAPITAL MANAGEMENT, LLC | PRUCO SECURITIES, LLC | Oct 25, 2016 | Dec 20, 2016 | 56 | Firm change | Other |
| TEN CAPITAL WEALTH ADVISORS, LLC | MERIDIAN CAPITAL MANAGEMENT, LLC | Mar 17, 2014 | Sep 23, 2014 | 190 | Firm change | Other |
| ICM ASSET MANAGEMENT INC | TEN CAPITAL WEALTH ADVISORS, LLC | Dec 31, 2011 | Jun 10, 2013 | 527 | Firm change after gap | Other |