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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-14 |
| WA | RA | APPROVED | 2013-08-13 |
Branch Locations
11400 Se 8Th Street # 260, Bellevue, WA 98004 • United States
11400 Se 8Th St. Suite 260, Bellevue, WA 98004-6470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-08-30 |
Branch Locations
11400 Se 8Th St. Suite 260, Bellevue, WA 98004-6470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bellevue | WA | 08/2013 | Present |
| Mainspring Wealth Advisors | Bellevue | WA | 08/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 08/2013 | Present |
| Mainspring Wealth Advisors Llc | Bellevue | WA | 08/2019 | Present |
(1) Name of Business: Langley Village Property LLC Address: 9521 132nd Ave NE, Kirkland, WA, 98033, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a 25% owner in a rental property (2) Name of Business: Mainspring Wealth Advisors LLC Address: 11400 SE 8th St Ste 260, Bellevue, WA, 98004, United States Activity Type: Independent RIA Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have this IRIA for branding purposes only due to WA state compliance rules. We run no business through it. (3) Name of Business: Mainspring Wealth Advisors LLC Address: 11400 SE 8th St Ste 260, Bellevue, WA, 98004, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/12/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CEO/leadership, Financial Planner, Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-16 |
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