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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-25 |
| PA | RA | APPROVED | 2009-01-02 |
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 | Lititz | PA | 06/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Lititz | PA | 01/2009 | Present |
| Fulton Financial Advisors | Lititz | PA | 06/2008 | 10/2019 |
| Fulton Bank | Lititz | PA | 01/2000 | Present |
(1) Name of Business: Fulton Financial Advisors Address: 1060 Lititz Pike, Lititz, PA, 17543, 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: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advise clients with investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-07 |
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