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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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Seattle | WA | 01/2004 | 07/2019 |
| Columbia Bank | Tacoma | WA | 10/2019 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2019 | 10/2023 |
| Cetera Investment Advisers Llc | Tacoma | WA | 10/2019 | 10/2023 |
| Raymond James Financial Services, Inc. | Tacoma | WA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Tacoma | WA | 10/2023 | Present |
| Columbia Bank | Tacoma | WA | 09/2019 | 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: 09/28/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Financial Advisors - Registered Wealth Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-08 |
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