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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Hainesport | NJ | 01/2015 | 03/2020 |
| Wells Fargo Advisors, Llc | Hainesport | NJ | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hainesport | NJ | 11/2016 | 03/2020 |
| Investors Bank | Moorestown | NJ | 03/2020 | 08/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2020 | 08/2022 |
| Cetera Investment Advisers Llc | Moorestown | NJ | 03/2020 | 08/2022 |
| Citizens Securities, Inc. | Robbinsville | NJ | 08/2022 | 02/2024 |
| Raymond James Financial Services, Inc. | Windsor | NJ | 02/2024 | Present |
| Raymond James Financial Services Advisors,Inc. | Windsor | NJ | 02/2024 | Present |
| Fulton Bank | Windsor | NJ | 02/2024 | Present |
(1)Name of Business: Address: 421 2nd St, Beach Haven, NJ, 08008, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Weekly Rental Property in Beach Haven, NJ. Prime months are June-August. Occasional weekend rentals in the offseason. We hire an agency to manage bookings and a cleaning service for weekly turnover. (2)Name of Business: Fulton Financial Advisors Address: 1386 Route 130, Windsor, NJ, 08561, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Swept Inc Address: 46 Harker Rd, Chesterfield, NJ, 08515, United States Activity Type: Business Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Light accounting and expense management. Operational decision making in how to maximize revenue and retained earnings to grow social media platform user base.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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