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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-29 |
Branch Locations
108 North Reading Rd Suite 12, Ephrata, PA 17522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Ephrata | PA | 12/2014 | Present |
| Fulton Bank | Ephrata | PA | 12/2014 | Present |
| Raymond James Financial Services Advisors, Inc | Ephrata | PA | 09/2023 | Present |
1) Name of Business: Fulton Financial Advisors Address: 108 North Reading Rd. Ste 12, Ephrata, PA, 17522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/23/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Services Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-01 |
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