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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
| WA | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
507 N. Mullan Road Suite B, Spokane, WA 99201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 07/2011 | 10/2023 |
| Homestreet Bank | Seattle | WA | 07/2011 | 07/2018 |
| Cetera Investment Advisers Llc | Spokane | WA | 01/2014 | 10/2023 |
| Washington Trust Bank | Spokane | WA | 07/2018 | 04/2023 |
| Columbia Bank | Spokane | WA | 01/2024 | Present |
| Raymond James Financial Services, Inc. | Spokane | WA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Spokane | WA | 10/2023 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 507 N Mullan Rd Ste B, Spokane Valley, WA, 99206-3884, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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