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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'SHares | Philadelphia | PA | 08/2016 | 10/2017 |
| M.S. Howells & Co. | Scottsdale | AZ | 08/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 11/2017 | 06/2026 |
| Fulton Bank | Yardley | PA | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Yardley | PA | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Yardley | PA | 06/2026 | Present |
(1) Name of Business: Fulton Bank Address: 101 Floral Vale Blvd, Yardley, PA, 19067-5522, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/25/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor (2) Name of Business: Fulton Financial Advisors Address: 101 Floral Vale Blvd, Yardley , PA, 19067-5522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/25/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-28 |
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