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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| NJ | RA | APPROVED | 2013-03-21 |
Branch Locations
1943 Oak Tree Rd, Edison, NJ 08820 • United States
324 Route 72 W, Manahawkin, NJ 08050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | St Petrsburgh | FL | 03/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Jackson | NJ | 03/2013 | Present |
| Fulton Financial Advisors | Lancaster | PA | 03/2013 | 10/2019 |
| As Wealth Tax Professionals | Bayville | NJ | 03/2013 | Present |
| Fulton Financial Corporation | Jackson | NJ | 03/2013 | Present |
| Fulton Bank | Jackson | NJ | 03/2013 | Present |
| Fulton Financial Advisors | Jackson | NJ | 10/2019 | Present |
(1)Name of Business: Address: 43 Butternut Lane, Bayville, NJ, 08721, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 06/05/2025 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 wrote, and will market the book. (2)Name of Business: ASWealth Tax Professionals Address: 43 Butternut Lane, Bayville, NJ, 08721, United States Activity Type: Tax Preparation Position/Title: Other Investment Related: No Start Date: 03/04/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: EA Enrolled Agent - Tax Preparer (3)Name of Business: Fulton Financial Advisors Address: 139 Manhattan St, Jackson, NJ, 08527, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/09/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
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