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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia State Bank | Tacoma | WA | 02/2012 | 03/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2012 | 10/2023 |
| Cetera Investment Advisers Llc | Tacoma | WA | 01/2014 | 10/2023 |
| Columbia Bank | Tacoma | WA | 03/2023 | Present |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Tacoma | WA | 10/2023 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 1301 A St STE 100, Tacoma, WA, 98402-4200, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/28/2012 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Wealth Planning Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-05 |
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