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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-06 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Diego | CA | 08/2014 | 02/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2019 | 07/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2020 | 05/2025 |
| Lpl Financial Llc | Allentown | PA | 05/2025 | 03/2026 |
| Raymond James Financial Services, Inc. | Allentown | PA | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Allentown | PA | 03/2026 | Present |
(1)Name of Business: Fulton Bank, N.A. Address: 1928 Hamilton St, Allentown, PA, 18104-6442, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide consultative wealth advisory services to clients, specializing in retirement planning, income management, investment and insurance portfolio design, and estate planning.\n\nServe clients leveraging extensive industry experience (since 2001) and active FINRA Series 7, 63, and 65 licenses. (2)Name of Business: Fulton Financial Advisors Address: 1928 Hamilton St, Allentown, PA, 18104-6642, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide consultative wealth advisory services to clients, specializing in retirement planning, income management, investment and insurance portfolio design, and estate planning.\n\nServe clients leveraging extensive industry experience (since 2001) and active FINRA Series 7, 63, and 65 licenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-30 |
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