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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-10-20
TX RA APPROVED_RES 2023-10-19
  • ID RA
    APPROVED
    Since 2023-10-20
  • TX RA
    APPROVED_RES
    Since 2023-10-19

Branch Locations

506 S 10Th Ave , Id, Usa,, Caldwell, ID 83605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2016-01-04 → 2023-10-18
    Nampa, ID
    Nampa, ID
    Ontario, OR
    Ontario, OR
    Payette, ID
  • 2015-09-08 → 2015-12-15
    Steward Partners Investment Solutions, Llc
    Portland, OR
    Ontario, OR
  • 2012-05-17 → 2015-09-09
    Baker City, OR
    Enterprise, OR
    Ontario, OR
    Boise, ID
    Cascade, ID
    Enterprise, OR
    Mccall, ID
    Meridian, ID
    Riggins, ID
    Nyssa, OR
    Vale, OR
    New Meadows, ID
    Ontario, OR
    Fort Mill, SC
    Baker City, OR
    Enterprise, OR
    Cascade, ID
    La Grande, OR
    Union, OR
    Vale, OR
    John Day, OR
    Moscow, ID
    Nyssa, OR
    New Meadows, ID
    La Grande, OR
    Boise, ID
    John Day, OR
    Boise, ID
    New Meadows, ID
    Boise, ID
    Meridian, ID
    Mccall, ID
    Cascade, ID
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-16
S63 Uniform Securities Agent State Law Examination 2007-01-15
  • S65 Uniform Investment Adviser Law Examination
    2012-05-16
  • S63 Uniform Securities Agent State Law Examination
    2007-01-15
Other Names
  • Amy Kristine Cahill

View on SEC IAPD

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