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One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-07-06 |
| WA | RA | APPROVED | 2026-07-06 |
Branch Locations
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA
2540 Ne Kresky Ave Suite A, Chehalis, WA 98532 • United States
One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States
1700 Nw Garden Valley Blvd Suite 105, Roseburg, OR 97471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chehalis | WA | 12/2014 | 02/2024 |
| Stifel Independent Advisors, Llc | Chehalis | WA | 02/2024 | 07/2026 |
| Benjamin F Edwards & Co, Inc | Chehalis | WA | 07/2026 | Present |
Columbia Crest Financial Advisors; investment-related; 2540 NE Kresky Ave Ste A, Chehalis, WA 98532; Shell for financial advising firm; 100% Ownership; Start date: 12/01/2014; 80 hours/month; 80 hours during trading hours; All business dealings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-15 |
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