DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Steven T Larsen
Feed of 09/15/2026
Also filed as Steven Thomas Larsen
At current firm
1 y
since Nov 27, 2024
In the industry
22 y
since Aug 25, 2004 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Columbia Advisory Partners, LLC independent RIA currentsince Nov 27, 2024 · Spokane, Wa
- Columbia Advisory Partners, LLC independent RIAJun 17, 2014 to May 13, 2022 · Spokane, Wa
- Cjb Financial Group LLC unclassifiedJun 24, 2013 to May 2, 2016 · Spokane, Wa
- Ten Capital Wealth Advisors, LLC formerJan 20, 2012 to Jul 22, 2013 · Spokane, Wa
- Core Investment Strategies, LLC unclassifiedOct 12, 2010 to Jul 25, 2011 · Spokane, Wa
- Fsic formerOct 21, 2008 to Jan 23, 2012 · Spokane, Wa
- Larsen Financial Corp unclassifiedMay 10, 2005 to Dec 31, 2008 · Spokane, Wa
- Signator Financial Services, Inc. formerSep 14, 2004 to May 13, 2005 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cjb Financial Group LLC to Columbia Advisory Partners, LLCleft May 2, 2016, registered Jun 17, 2014 (-685 days) · Other
- Ten Capital Wealth Advisors, LLC to Cjb Financial Group LLCleft Jul 22, 2013, registered Jun 24, 2013 (-28 days) · Other
- Fsic to Core Investment Strategies, LLCleft Jan 23, 2012, registered Oct 12, 2010 (-468 days) · Other
- Core Investment Strategies, LLC to Ten Capital Wealth Advisors, LLCleft Jul 25, 2011, registered Jan 20, 2012 (179 days) · Other
- Larsen Financial Corp to Fsicleft Dec 31, 2008, registered Oct 21, 2008 (-71 days) · Other
- Signator Financial Services, Inc. to Larsen Financial Corpleft May 13, 2005, registered May 10, 2005 (-3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address