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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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 05/2012 | 10/2023 |
| Columbia State Bank | Milton | WA | 05/2012 | 03/2023 |
| Cetera Investment Advisers Llc | Milton | WA | 01/2014 | 10/2023 |
| Columbia Bank | Puyallup | WA | 03/2023 | Present |
| Raymond James Financial Services, Inc. | Puyallup | WA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Puyallup | WA | 10/2023 | Present |
| Columbia Wealth Advisors | Puyallup | WA | 03/2023 | Present |
(1) Name of Business: Columbia Bank Address: 10321 Canyon Rd E, Puyallup, WA, 98373-1071, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/28/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - Provide financial advice to clients (2) Name of Business: Columbia Wealth Advisors Address: 10321 Canyon Rd E, Puyallup, WA, 98373-1071, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide Financial Advice to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-13 |
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