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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-25
  • WA RA
    APPROVED
    Since 2025-09-25

Branch Locations

11400 Se 8Th St Ste 260, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2022 → 06/2025
    Alterra Advisors/ Loin Street Advisors
    Bellevue, WA
  • 08/2018 → 05/2022
    Western Carolina University
    Cullowhee, NC
  • 08/2016 → 12/2018
    Ymca
    Charlotte, NC
  • 08/2020 → 06/2021
    Walmart
    Cullowhee, NC
  • 07/2021 → 01/2023
    Lowes
    Cullowhee, NC
  • 08/2016 → 06/2018
    Rocky River Highschool
    Mint Hill, NC
  • 09/2025 → Present
    Raymond James Financial Services, Inc.
    Bellevue, WA
  • 09/2025 → Present
    Bellevue, WA
  • 09/2025 → Present
    Mainspring Wealth Advisors, Llc
    Bellevue, WA
Previous Registrations
  • 2024-03-28 → 2025-06-30
    Lion Street Advisors, Llc
    Bellevue, WA
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
S63 Uniform Securities Agent State Law Examination 2024-01-23
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2024-01-23
Designations

View on SEC IAPD

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