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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-05 |
| WA | RA | APPROVED | 2023-03-27 |
Branch Locations
6840 Fort Dent Way Suite 160, Tukwila, WA 98188 • United States
Tukwila, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Mercer Island | WA | 07/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mercer Island | WA | 04/2016 | 10/2016 |
| S. R. Schill & Associates | Mercer Island | WA | 11/2016 | 03/2019 |
| Keybank | Bellevue | WA | 04/2019 | 11/2019 |
| Key Investment Services | Bellevue | WA | 06/2019 | 11/2019 |
| Raymond James Financial Services, Inc. | Tukwila | WA | 11/2019 | Present |
| First Tech Federal Credit Union | Bellevue | WA | 11/2019 | 08/2022 |
| Addison Avenue Investment Services | Bellevue | WA | 11/2019 | 07/2022 |
| Raymond James Financial Services Advisors, Inc. | Tukwila | WA | 09/2022 | Present |
| Mainspring Wealth Advisors Llc | Tukwila | WA | 11/2019 | Present |
(1)Name of Business: Julia Bui LLC Address: 16825 53rd Ave S, Tukwila, WA, 98188, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sell shampoo, clothes, fruits (2)Name of Business: Mainspring Wealth Advisors LLC Address: 6840 Fort Dent Way Ste 160, Tukwila, WA, 98188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/18/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Financial Advisor provide sale, administration and operation support to Senior advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-02 |
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