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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-16 |
| PA | RA | APPROVED | 2009-03-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lancaster | PA | 02/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Lancaster | PA | 03/2009 | Present |
| Fulton Financial Corporation | York | PA | 03/2009 | Present |
| Specific Solutions | York | PA | 02/2016 | 12/2025 |
| Fulton Bank | York | PA | 03/2009 | Present |
| Fulton Financial Advisors | York | PA | 10/2019 | 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: 03/02/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ 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: Other Investment Related: No Start Date: 10/02/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-30 |
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