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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Bank | Salem | OR | 06/2021 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2021 | 10/2023 |
| Adventist Health | Lincoln City | OR | 09/2020 | 06/2021 |
| Oregon State University | Corvallis | OR | 09/2017 | 09/2020 |
| Oregon State University Seed Laboratory | Corvallis | OR | 07/2017 | 03/2018 |
| Cornelius Construction | Bend | OR | 07/2015 | 05/2018 |
| Cetera Investment Advisers Llc | Salem | OR | 06/2021 | 10/2023 |
| Columbia Bank | Salem | OR | 06/2021 | Present |
| Raymond James Financial Services, Inc. | Salem | OR | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Salem | OR | 10/2023 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 550 Center St NE, Salem, OR, 97301-3746, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/07/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
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