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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance Company | Tacoma | WA | 11/2003 | 10/2018 |
| Unemployed | Tacoma | WA | 10/2018 | 07/2019 |
| Columbia Bank | Tacoma | WA | 07/2019 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2019 | 10/2023 |
| Cetera Investment Advisers Llc | Tacoma | WA | 01/2020 | 10/2023 |
| Raymond James Financial Services Advisors, Inc | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
| Columbia Bank | Yakima | WA | 07/2019 | Present |
(1)Name of Business: Columbia Wealth Advisors Address: 10 N 5th Ave, Yakima, WA, 98902, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/08/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Title - Wealth Advisor\nAs a registered financial advisor/IAR, I'm licensed to advise clients on securities and insurance transactions in the states of ID, MT, OR, and WA. I work with clients on commission-based accounts and/or fee-based accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
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