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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
| WA | RA | APPROVED | 2023-11-30 |
Branch Locations
11400 Se 8Th Street #260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Seattle | WA | 06/2011 | 12/2017 |
| Seattle Public Theater | Seattle | WA | 11/2016 | 02/2017 |
| Theatreworks | Colorado Springs | CO | 03/2017 | 05/2017 |
| Whole Foods Market | Seattle | WA | 06/2016 | 09/2016 |
| Oregon Institute Of Technology | Klamath Falls | OR | 01/2018 | 06/2019 |
| Self-Employed/Island Shakespeare Festival | Langley | WA | 06/2016 | 01/2021 |
| Unemployed | Langley | WA | 01/2021 | 03/2021 |
| Freeland Ace Hardware | Langley | WA | 03/2021 | 06/2021 |
| Howgood Llc Dba Langley Kitchen | Langley | WA | 06/2021 | 11/2022 |
| Mainspring Wealth Advisors, Llc | Bellevue | WA | 12/2022 | Present |
| Raymond James Financial Services, Inc. | Bellevue | WA | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Bellevue | WA | 11/2023 | Present |
(1)Name of Business: Mainspring Wealth Advisors, LLC Address: 11400 SE 8th St Ste 260, Bellevue, WA, 98004-6470, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: As a registered representative and IAR I assist with client plans, CRM activities, and facilitate investment activities while coordinating with my team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-17 |
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