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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-27 |
Branch Locations
4510 Cox Road Suite 103, Glen Allen, VA 23060 • United States
6641 Main Street, Gloucester, VA 23061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Glen Allen | VA | 05/2022 | Present |
| Virginia Tech Polytechnic Institute And State University | Blacksburg | VA | 08/2019 | 05/2023 |
| Broadneck High School | Annapolis | MD | 08/2015 | 05/2019 |
| Northwestern Mutual Investment Services, Llc | Charlottesville | VA | 08/2021 | 05/2022 |
| Image Asphalt Maintenace | Pasadena | MD | 05/2020 | 08/2021 |
| Dover Saddlery | Crofton | MD | 12/2017 | 01/2020 |
| Latitude 38 Waterfront | Annapolis | MD | 05/2019 | 08/2019 |
| United States Naval Academy | Annapolis | MD | 08/2017 | 05/2019 |
| Mainsail Wealth Advisors | Gloucester | VA | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Glen Allen | VA | 03/2025 | Present |
(1)Name of Business: Mainsail Wealth Advisors Address: 6641 Main St, Gloucester, VA, 23061-5194, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Advisor for Mainsail Wealth Advisors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-07 |
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