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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tacoma | WA | 04/2025 | Present |
| Columbia Bank | Tacoma | WA | 10/2023 | Present |
| University Of Puget Sound | Tacoma | WA | 09/2019 | 08/2023 |
| Unemployed | Tacoma | WA | 08/2023 | 10/2023 |
| Henry M. Gunn High School | Palo Alto | CA | 08/2015 | 08/2019 |
| Raymond James Financial Services Advisors, Inc | Tacoma | WA | 11/2025 | Present |
(1) Name of Business: Columbia Bank Address: 1301 A St Ste 800, Tacoma, WA, 98402-4205, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/30/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales assisstant to Columbia Wealth Advisors, backoffice client paperwork including account openings and maintance at the direction of FAs (2) Name of Business: Columbia Wealth Advisors Address: 1301 A St Ste 800, Tacoma, WA, 98402-4205, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/15/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial sales assistant, backoffice paperwork, client onboarding and maintanece at FAs direction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
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