Columbia Financial Advisors, Inc.

San Francisco, CA

California

Registered In

10/10/2003

Incorp. Date

Foreign

Registration Type

Oregon

Foreign Jurisdiction

Company Summary

Columbia Financial Advisors, Inc. at 2355 Polk ST # 303, San Francisco, Ca 94109 lists Mary Mccarter of Portland, OR as the associate.

Overview

Registered In

California

Incorporation Date

10/10/2003

Company Type

Stock Corporation - Out of State - Stock

Status

Terminated

Registration Type

Foreign

Foreign Jurisdiction

Oregon

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People

C T Corporation System Registered 1505 Agent	28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Mary Mccarter CEO	720 SW WASHINGTON ST STE 650, PORTLAND, OR 97205

Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

2355 POLK ST # 303, SAN FRANCISCO, CA 94109 View Map
720 SW WASHINGTON ST STE 650, PORTLAND, OR 97205 View Map
P O BOX 471267, SAN FRANCISCO, CA 94147 (Mailing) View Map

Financials

Financial Information for Columbia Financial Advisors, Inc.

Form 5500

COLUMBIA FINANCIAL ADVISORS, INC.

520 SW 6th Avenue Suite 820, Portland, Or 97204 (503) 222-0562 EIN:93-1093465 Plan Admin:Suzanne Chouljian

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCOLUMBIA FINANCIAL ADVISORS SPIN OFF PLAN Plan #003 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0	2023	COLUMBIA FINANCIAL ADVISORS SPIN OFF PLAN - Plan #003	0 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

COLUMBIA FINANCIAL ADVISORS INC.

520 SW 6th Ave Ste 820, Portland, OR 97204-1514

Loan Date	Approved	Forgiven	Lender	Jobs
03/20/2021	Approved$161,425 Forgiven$162,268 LenderU.S. Bank, National Association Jobs11	03/20/2021	$161,425	$162,268	U.S. Bank, National Association	11
02/16/2021	Approved$161,425 Forgiven$162,228 LenderU.S. Bank, National Association Jobs11	02/16/2021	$161,425	$162,228	U.S. Bank, National Association	11

PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:

Columbia Financial Advisors, Inc. Registered in Oregon	Portland, OR	View Report
Columbia Financial Advisors, Inc. Registered in Texas	Houston, TX	View Report
Columbia Financial Advisors of Washington, Inc. Registered in Washington	Portland, OR	View Report

Person/City Match:Mary Mccarter - Portland, OR

Standard Batteries of Portland, Inc. Registered in Oregon	Lake Oswego, OR Portland, OR		View Report

Address Match:2355 Polk St San Francisco, CA

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Address Match:720 Sw Washington St Portland, OR

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Dks Associates Registered in Washington	Tumwater, WA Portland, OR	View Report
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Tricol Biomedical, Inc. Registered in California	Portland, OR Los Angeles, CA	View Report
Bora Architects, Inc. Registered in Montana	Helena, MT Portland, OR	View Report
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Grantmakers for Education Registered in California	Portland, OR	View Report
Alma Technologies, Inc. Registered in New Hampshire	Portland, OR	View Report
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Dks Associates, Inc. Registered in Florida	Portland, OR Tampa, FL	View Report
Embodee Corp. Registered in Oregon	Portland, OR	View Report
Heisler Capital Group, Inc. Registered in Oregon	Portland, OR	View Report
Irongate Global Alpha Fund, LLC Registered in Oregon	Portland, OR	View Report
Mccormick & Schmick Acquisiton Corp. Registered in Florida	Portland, OR	View Report
Sawy Leasing Corp. Registered in Oregon	Portland, OR	View Report
The Oregon P.I.C. Association Registered in Oregon	Marylhurst, OR Portland, OR	View Report
Alma Technologies, Inc. Registered in Idaho	Portland, OR	View Report
Mccormick & Schmick Holding Corp. Registered in California	Portland, OR	View Report
Pacific Beach Bar and Restaurant, Inc. Registered in California	Portland, OR	View Report

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration