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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED_RES | 2021-01-21 |
Branch Locations
717 S Kimball Ave Ste 100 A, Caldwell, ID 83605 • United States
Middleton, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldbloom Wealth Management, Llc. | Bellevue | WA | 02/2016 | 08/2017 |
| Raymond James Financial Services, Inc. | Bellevue | WA | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Bellevue | WA | 08/2017 | Present |
(1)Name of Business: Mainspring Wealth Advisors Address: S 717 Kimball Ave, Caldwell, ID, 83605-4843, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
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