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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia State Bank | Tacoma | WA | 01/2014 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2014 | 10/2023 |
| Cetera Investment Advisers Llc | Tacoma | WA | 01/2014 | 10/2023 |
| Columbia Bank | Tacoma | WA | 02/2014 | Present |
| Raymond James Financial Services Advisors, Inc. | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
(1)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: 02/02/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: support financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-25 |
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