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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2019 | 09/2022 |
| Logans Roadhouse | Redding | CA | 08/2019 | 10/2019 |
| Applebee's | Redding | CA | 10/2017 | 08/2019 |
| Logans Roadhouse | Redding | CA | 01/2013 | 10/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | 10/2023 |
| Cetera Investment Advisers Llc | Redding | CA | 09/2022 | 10/2023 |
| Colmubia Bank | Redding | CA | 09/2022 | 03/2023 |
| Columbia Bank | Redding | CA | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Redding | CA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Redding | CA | 10/2023 | Present |
(1) Name of Business: Columbia Wealth Associates Address: 3455 Placer St Ste A, Redding, CA, 96001-2373, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/12/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor for Columbia Wealth services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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