Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 06/2010 | 03/2023 |
| Cetera Investment Services Llc | St. Cloud | MN | 07/2010 | 10/2023 |
| Cetera Investment Advisers Llc | Lakewood | WA | 10/2014 | 10/2023 |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Tacoma | WA | 10/2023 | Present |
| Umpqua Bank | Tacoma | WA | 02/2007 | 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: 07/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered assistant to multiple advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-25 |
Reach out to this advisor