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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-22 |
| PA | RA | APPROVED | 2015-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | York | PA | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | York | PA | 07/2015 | Present |
| Fulton Financial Advisors | York | PA | 10/2019 | 10/2019 |
| Fulton Bank | York | PA | 06/2015 | Present |
(1)Name of Business: Fulton Bank Address: 30 S George St, York, PA, 17401, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 06/29/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment sales (2)Name of Business: Fulton Financial Advisors Address: 30 S George St, York, PA, 17401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/02/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: sales (3)Name of Business: Markle-Smith Incorporated Address: 1827 W. Market Street, York, PA, 17404, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 11/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A check signer if something should happen to my husband. (4)Name of Business: Mary Ellen and Barry Thomson Address: 880 Anthony Road, East Berlin, PA, 17316, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 11/07/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I handle rents and deposits
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-05 |
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