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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-07 |
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 |
|---|---|---|---|---|
| Mainsail Wealth Advisors | Gloucester | VA | 04/2022 | Present |
| Wells Fargo | Glen Allen | VA | 01/2014 | 08/2021 |
| Unemployed | Henrico | VA | 09/2021 | 03/2022 |
| Raymond James Financial Services, Inc. | Glen Allen | VA | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Glen Allen | VA | 01/2025 | Present |
Mainsail Wealth Advisors; not investment related; Gloucester, VA; DBA/support company/DBA; Registered Associate; Started 04/2022; 0hrs/month; 0hrs/month during trading hours; Support Staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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