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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bogart Wealth Llc | Mclean | VA | 02/2023 | 10/2025 |
| Northwestern Mutual | Richmond | VA | 06/2022 | 06/2022 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2018 | 12/2022 |
| Matoaca High School | Chesterfield | VA | 09/2014 | 06/2018 |
| Raymond James Financial Services Advisors, Inc. | Glen Allen | VA | 01/2026 | Present |
(1) Name of Business: Mainsail Wealth Advisors Address: 6641 Main St, Gloucester, VA, 23061-5194, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist lead advisors with client-related tasks and firm projects
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