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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 Bank | Tacoma | WA | 03/2023 | Present |
| Columbia Wealth Advisors | Tacoma | WA | 01/2001 | Present |
| Raymond James Financial Services Advisors, Inc. | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
| Cetera Investment Advisers Llc | Tacoma | WA | 01/2014 | 10/2023 |
| Cetera Investment Services | St. Cloud | MN | 08/1999 | 10/2023 |
| Columbia Bank | Tacoma | WA | 01/2001 | 03/2023 |
(1) Name of Business: Address: 34114 Thomas Rd E, Eatonville, WA, 98328, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage residential real estate (2) 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: 01/15/2001 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: senior wealth advisor (3) 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: Yes Start Date: 01/15/2001 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: senior wealth advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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