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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-09 |
| WA | RA | APPROVED | 2020-11-13 |
Branch Locations
11400 Se 8Th St. Ste 260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Everett | WA | 06/2014 | 09/2017 |
| Wells Fargo Clearing Services Llc | Edmonds | WA | 10/2017 | 10/2020 |
| Raymond James Financial Services | Bellevue | WA | 11/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 11/2020 | Present |
| Mainspring Wealth Advisors Llc | Bellevue | WA | 11/2020 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-13 |
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