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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| VA | RA | APPROVED | 2025-06-18 |
Branch Locations
8133 Forest Hill Avenue Suite 302, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 09/2015 | 05/2025 |
| Raymond James Financial Services Advisor, Inc. | Richmond | VA | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Richmond | VA | 06/2025 | Present |
(1)Name of Business: WingSpan Wealth Management Address: 8133 Forest Hill Ave Ste 302, North Chesterfield, VA, 23235-3254, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/18/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the business name under which our LLC has been filed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
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