Kyle James Spitzer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2018
  Unemployed
  Bremerton, WA
• 08/2018 → 02/2022
  Commonwealth Financial Network
  Waltham, MA
• 08/2018 → 02/2022
  Ams Financial Group
  Mountlake Terrace, WA
• 02/2022 → Present
  Raymond James Financial Services Advisors
  Bellevue, WA
• 02/2022 → Present
  Raymond James Financial Services Inc
  Bellevue, WA

Previous Registrations

• 2018-08-21 → 2022-02-15
  Commonwealth Financial Network
  Mountlake Terrace, WA
• 2016-05-02 → 2016-08-30
  Commonwealth Financial Network
  Poulsbo, WA
• 2011-09-20 → 2016-05-09
  Cetera Wealth Services, Llc
  Poulsbo, WA
• 2010-12-01 → 2011-03-03
  Hornor, Townsend & Kent, Llc
  Bellevue, WA

Other Businesses

(1)Name of Business: Mainspring Wealth Advisors LLC Address: 11400 SE 8th St Ste 260, Bellevue, WA, 98004-6470, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Senior Associate Financial Planner

Exams

• S66 Uniform Combined State Law Examination
  2010-10-09