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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Tacoma | WA | 04/2026 | Present |
| Columbia Bank | Seattle | WA | 09/2025 | Present |
| Oregon State University | Corvallis | OR | 09/2019 | 06/2025 |
| Corvallis Manor | Corvallis | OR | 09/2021 | 02/2024 |
| Oregon State University | Corvallis | OR | 01/2025 | 06/2025 |
| Cyo/Camp Howard | Portland | OR | 06/2023 | 10/2025 |
| Umpqua Bank | Lake Oswego | OR | 06/2024 | 09/2024 |
| Jesuit High School | Portland | OR | 08/2015 | 06/2019 |
| Unemployed | Portland | OR | 07/2019 | 08/2019 |
| Raymond James Financial Services Advisors, Inc. | Tacoma | WA | 07/2026 | Present |
(1)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: 09/24/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Project Specialist for Wealth Management. (2)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: 05/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Columbia Wealth Management Project Specialist
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-09 |
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