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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
2155 West Pinnacle Peak Rd, Phoenix, AZ 85027 • United States
2401 Mildred Street W., Tacoma, WA 98466 • United States
1301 A St, Suite 800, Tacoma, WA 98402 • 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 |
|---|---|---|---|---|
| Columba Bank | Tacoma | WA | 11/2015 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2015 | 10/2023 |
| Cetera Investment Advisers Llc | Tacoma | WA | 11/2015 | 10/2023 |
| Columbia Bank | Tacoma | WA | 09/2023 | Present |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Servicesadvisors, Inc. | Tacoma | WA | 10/2023 | Present |
(1)Name of Business: Address: 40th Ave E, Tacoma, WA, 98446, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property owner. Collect rent, arrange maintenance. (2)Name of Business: Address: 40th Ave E, Tacoma, WA, 98446, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ebay sales of sports cards, memorabilia, collectibles and misc items. (3)Name of Business: Columbia Wealth Advisors Address: 1301 A St, Suite 800, Tacoma, WA, 98402, 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: Registered Wealth Advisor (4)Name of Business: Umpqua Bank Address: 1301 A St, Suite 800, Tacoma, WA, 98402, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes 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 with Columbia Wealth Advisors, working on Umpqua Bank premises.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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