Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Bank | Seattle | WA | 06/2016 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2017 | 10/2023 |
| Cetera Investment Advisers Llc | Bellevue | WA | 05/2018 | 10/2023 |
| Columbia Bank | Bellevue | WA | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Bellevue | WA | 10/2023 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 95 102nd Ave NE, Bellevue, WA, 98004-5622, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/02/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor with Columbia Wealth Advisors which is owned by Umpqua bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-11 |
Reach out to this advisor