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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
506 S 10Th Ave , Id, Usa,, Caldwell, ID 83605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cb Financial Services | Nampa | ID | 12/2015 | 03/2023 |
| Cetera Investment Services Llc | St.CLoud | MN | 01/2016 | 10/2023 |
| Cetera Investment Advisers Llc | Nampa | ID | 01/2016 | 10/2023 |
| Columbia Bank | Caldwell | ID | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Caldwell | ID | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Caldwell | ID | 10/2023 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 506 S 10th Ave, Caldwell, ID, 83605-4157, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/19/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Hanigan Auto Sales Address: 1550 S Washington Ave, Emmett, ID, 83617, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint owner of business with my husband. He works at the business, but I do not. (3)Name of Business: JMA Properties, LLC Address: 4321 Blaine Rd, New Plymouth, ID, 83655, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: JMA Properties holds the real property located at 1550 S Washington Ave, Emmett, ID 83617 which is the property that Hanigan Auto Sales is located. No other properties are held by this company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-15 |
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