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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Investments, Inc | Seattle | WA | 10/2015 | 04/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2022 | 10/2023 |
| Umpqua Bank | Mountlake Terrace | WA | 08/2015 | 03/2025 |
| Cetera Investment Advisers Llc | Seattle | WA | 10/2022 | 10/2023 |
| Raymond James Financial Services Inc. | Tacoma | WA | 03/2024 | 03/2025 |
| Steward Partners Investment Solutions, Llc | Seattle | WA | 10/2015 | 03/2023 |
| Columbia Wealth Advisors | Tacoma | WA | 02/2024 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Seattle | WA | 03/2024 | 03/2025 |
| Columbia Wealth Advisors | Mount Lake Terrace | WA | 03/2024 | 03/2025 |
| Keybank Na | Seattle | WA | 03/2025 | Present |
| Key Investment Services Llc | Seattle | WA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-17 |
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