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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| 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 | Denver | PA | 06/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Denver | PA | 01/2009 | Present |
| Fulton Bank | Ephrata | PA | 06/2008 | Present |
| Harry'S Hideaway Llc | Stevens | PA | 08/2011 | 10/2019 |
| Fulton Financial Advisors | Ephrata | PA | 10/2019 | Present |
(1)Name of Business: CRS Landscaping LLC Address: 206 Firethorn Dr, Denver, PA, 17517, United States Activity Type: Agriculture/Farming Position/Title: Officer - Secretary Investment Related: No Start Date: 02/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Just to sign Lawn Contracts for 16 yr son's lawn care business (2)Name of Business: Fulton Bank Address: 108 N Reading Rd Suite 12, Ephrata, PA, 17522, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/01/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment sales (3)Name of Business: Fulton Financial Advisors Address: 108 N Reading Rd Suite 12, Ephrata, PA, 17522, 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: 81+ Description of duties: Investment Sales and Service (4)Name of Business: Harrys Hideaway Llc Address: 206 Firethorn Dr, Denver, PA, 17517, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/06/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buying rental realestate, flipping houses
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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