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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED_RES | 2023-10-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia State Bank | Salem | OR | 08/1991 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 06/1996 | 10/2023 |
| Cetera Investment Advisers Llc | Salem | OR | 01/2014 | 10/2023 |
| Columbia Bank | Salem | OR | 03/2023 | Present |
| Columbia Wealth Advisors | Salem | OR | 03/2023 | 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: Address: 5955 Crystal Springs Court, Keizer, OR, 97303, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is a personal rental I collect rent and keep the home rentable (2)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: 03/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-10 |
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