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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-11 |
| WA | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Everett | WA | 01/2022 | 09/2024 |
| Permabilt | Lynnwood | WA | 05/2021 | 01/2022 |
| Home Safety Research | Auburn | WA | 01/2021 | 05/2021 |
| Motari Painting | Snohomish | WA | 05/2020 | 01/2021 |
| True Food Kitchen | Phoenix | AZ | 09/2016 | 05/2020 |
| Red Robin | Bothel | WA | 05/2013 | 09/2016 |
| Mainspring Wealth Advisors | Everett | WA | 01/2022 | 09/2024 |
| Raymond James Financial Services, Inc. | Everett | WA | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Everett | WA | 12/2024 | Present |
(1)Name of Business: Constellation Wealth Services Address: 1604 Hewitt Ave Ste 311, Everett, WA, 98201-3536, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Independent Contractor, Associate/Employee Investment Related: No Start Date: 01/03/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Admin, calls, portfolio management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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