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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-08 |
| VA | RA | APPROVED | 2016-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co | Virginia Beach | VA | 02/2012 | 09/2016 |
| Park Ave Securities | Virginia Beach | VA | 04/2012 | 09/2016 |
| Raymond James Financial Services, Inc. | Hagerstown | MD | 09/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Hagerstown | MD | 09/2016 | Present |
| Fulton Financial Advisors | Virginia Beach | VA | 09/2016 | 10/2019 |
| Fulton Bank | Hagerstown | MD | 09/2016 | Present |
(1)Name of Business: Address: 6619 Azalea Garden Rd, Norfolk, VA, 23518, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collecting rent, maintaining property through repairs and maintenance (2)Name of Business: Fulton Bank Address: 4429 Bonney Rd, Virginia Beach, VA, 23462, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/27/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Providing Insurance and Investment solutions for clients (3)Name of Business: Fulton Financial Advisors Address: 4429 Bonney Rd, Virginia Beach, VA, 23462, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/23/2016 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: Guadian Life Insurance Address: 4429 Bonney Rd, Virginia Beach, VA, 23462, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/07/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell Whole Life and Term Life Insurance policies. Act as servicing agent on policies that I was the selling agent on prior to Joining Raymond James.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-06 |
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