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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| PA | RA | APPROVED | 2017-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Lancaster | PA | 05/2003 | 08/2017 |
| Raymond James Financial Services, Inc. | Lancaster | PA | 08/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Lancaster | PA | 08/2017 | Present |
| Fulton Financial Advisors | Lancaster | PA | 10/2019 | Present |
| Fulton Bank | Lancaster | PA | 08/2018 | Present |
(1) Name of Business: Fulton Financial Advisors Address: 1 Penn Sq, Lancaster, PA, 17602, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2) Name of Business: Matthew's Mission Address: 296 Rolling Ter. PO Box 15, Leola, PA, 17540, United States Activity Type: Non-profit Position/Title: Committee Member Investment Related: Yes Start Date: 07/23/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help the organization with financial decisions, budgeting, fundraising, etc... This is similar to being on a finance committee deciding how much to spend on certain promotional items, how much to sell items for to raise money, etc... I also help with which causes to support or not support and general direction of the charity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-30 |
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