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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alterra Advisors/ Loin Street Advisors | Bellevue | WA | 07/2022 | 06/2025 |
| Western Carolina University | Cullowhee | NC | 08/2018 | 05/2022 |
| Ymca | Charlotte | NC | 08/2016 | 12/2018 |
| Walmart | Cullowhee | NC | 08/2020 | 06/2021 |
| Lowes | Cullowhee | NC | 07/2021 | 01/2023 |
| Rocky River Highschool | Mint Hill | NC | 08/2016 | 06/2018 |
| Raymond James Financial Services, Inc. | Bellevue | WA | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Bellevue | WA | 09/2025 | Present |
| Mainspring Wealth Advisors, Llc | Bellevue | WA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-23 |
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