Colton P Washington
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
18 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- SWBC Investment CompanyAug 2026 to now
- SWBC Investment Services, LLCAug 2026 to now
- Morgan StanleyJul 2025 to Jul 2026
- Customer ImpactOct 2024 to Jan 2025
- Texas A&M UniversityAug 2024 to May 2025
- Prosperity BankMay 2024 to Aug 2024
- Texas A&M University Sports ClubOct 2023 to Apr 2024
- Texas A&M UniversityAug 2023 to May 2024
- CG VictoryJun 2023 to Aug 2023
- Crowd HealthJun 2023 to Aug 2023
- Texas A&M UniversityAug 2022 to May 2023
- Excalibur PlumbingJun 2022 to Aug 2022
- Texas A&M UniversityAug 2021 to May 2022
- Group Three BuildersJun 2021 to Aug 2021
- Mesquite Creek OutfittersApr 2020 to Jun 2023
- EducationAug 2008 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
SWBC Investment Company
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8066894
- 140994