Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-08 |
| WA | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2005 | 01/2024 |
| M Financial Securities Marketing, Inc. | Portland | OR | 02/2017 | 01/2024 |
| Raymond James Financial Services, Inc. | Vancouver | WA | 09/2025 | Present |
| Unemployed | Portland | OR | 01/2024 | 08/2025 |
| Columbia Bank | Vancouver | WA | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Vancouver | WA | 09/2025 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 101 E 6th St, Vancouver, WA, 98660-3528, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/03/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-04 |
Reach out to this advisor