Joseph Patrick Thomas

Current Employers

Columbia Advisory Partners, Llc

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-03-03
SD	RA	APPROVED	2026-02-23
TX	RA	APPROVED_RES	2026-02-18

NC RA
APPROVED

Since 2026-03-03
SD RA
APPROVED

Since 2026-02-23
TX RA
APPROVED_RES

Since 2026-02-18

Branch Locations

Sioux Falls, SD • United States

6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Securian Financial Services Inc	St Paul	MN	07/2019	08/2023
Minnesota Life Insurance Co	St Paul	MN	07/2019	08/2023
Renaissance Financial	Phoenix	AZ	07/2019	01/2026
Apdo Pc	Scottsdale	AZ	06/2013	12/2016
Orion Advisor	Omaha	NE	01/2017	04/2017
Redtail Technology	Chandler	AZ	06/2017	07/2017
University Of Nebraska Lincoln	Lincoln	NE	08/2016	05/2019
Cetera Wealth Services, Llc	Phoenix	AZ	08/2023	01/2026
Cetera Investment Advisers Llc	Schaumburg	IL	08/2023	01/2026
Columbia Advisory Partners, Llc	Spokane	WA	02/2026	Present

07/2019 → 08/2023

Securian Financial Services Inc

St Paul, MN
07/2019 → 08/2023

Minnesota Life Insurance Co

St Paul, MN
07/2019 → 01/2026

Renaissance Financial

Phoenix, AZ
06/2013 → 12/2016

Apdo Pc

Scottsdale, AZ
01/2017 → 04/2017

Orion Advisor

Omaha, NE
06/2017 → 07/2017

Redtail Technology

Chandler, AZ
08/2016 → 05/2019

University Of Nebraska Lincoln

Lincoln, NE
08/2023 → 01/2026

Cetera Wealth Services, Llc

Phoenix, AZ
08/2023 → 01/2026

Cetera Investment Advisers Llc

Schaumburg, IL
02/2026 → Present

Columbia Advisory Partners, Llc

Spokane, WA

Previous Registrations

2023-08-10 → 2026-01-29

Cetera Investment Advisers Llc

Phoenix, AZ
2019-10-10 → 2023-08-10

Securian Financial Services, Inc.

Phoenix, AZ

St. Paul, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-16

S66 Uniform Combined State Law Examination

2019-09-16

View on SEC IAPD