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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-19 |
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
665 Woodland Square Loop Se, Lacey, WA 98503 • 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 |
|---|---|---|---|---|
| Columbia State Bank | Lacey | WA | 06/2010 | 03/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2010 | 10/2023 |
| Cetera Investment Advisers Llc | Lacey | WA | 01/2014 | 10/2023 |
| Columbia Bank | Lacey | WA | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Lacey | WA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Lacey | WA | 10/2023 | Present |
(1)Name of Business: Address: 5131 DeMarie CT SE, Olympia, WA, 98501, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: my wife and I own the property. (2)Name of Business: Columbia Wealth Advisors Address: 665 Woodland Square Loop SE, Lacey, WA, 98503-1009, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-25 |
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