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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-16 |
| WA | RA | APPROVED | 2015-11-24 |
Branch Locations
6840 Fort Dent Way Suite 160, Tukwila, WA 98188 • United States
Round Rock, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Tukwila | WA | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Tukwila | WA | 11/2015 | Present |
| Cox Financial | Burien | WA | 11/2015 | 12/2016 |
(1)Name of Business: Address: 1927 Tarleton Ln, Round Rock, TX, 78681, United States Activity Type: Control Person Position/Title: Trustee (Acting), Executor (Acting) Investment Related: Yes Start Date: 08/25/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My uncle passed away on 8/5/23. I'm getting his mail, paying his bills and working on distributing his estate/Trust as specified in his documents. I was acting as Power of Attorney for the past 3 years prior to him passing away. (2)Name of Business: Mainspring Wealth Advisors LLC Address: 6840 Fort Dent Way Ste 160, Tukwila, WA, 98188-2555, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 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 meet with clients and advise them on financial planning as a fiduciary. My responsibilities include, but are not limited to, case design, investment management, insurance sales, client servicing and support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-02 |
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