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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-25 |
Branch Locations
723 Ne Baker, Mcminnville, OR 97128 • United States
5885 Meadows Rd Suite 300, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Portland | OR | 04/2009 | 05/2018 |
| Columbia Bank | Lake Oswego | OR | 05/2018 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2018 | 10/2023 |
| Cetera Investment Advisers Llc | Lake Oswego | OR | 05/2018 | 10/2023 |
| Columbia Bank | Lake Oswego | OR | 05/2018 | Present |
| Raymond James Financial Services, Inc. | Tigard | OR | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Tigard | OR | 10/2023 | Present |
(1)Name of Business: Columbia Wealth advisors Address: 5885 Meadows Rd, Suite # 300, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/20/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I work for Columbia Holding Company as a Sr. Wealth Advisor - part of their umbrella is Umpqua Bank, that is their forward facing name - and part of their umbrella is Columbia Wealth Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-18 |
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