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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Danbury | CT | 01/2010 | 01/2022 |
| Wells Fargo Advisors, Llc | Danbury | CT | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Danbury | CT | 11/2016 | 01/2022 |
| Fulton Bank, Na | Bethlehem | PA | 01/2022 | Present |
| Fulton Financial Advisors | Bethlehem | PA | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Bethlehem | PA | 01/2022 | Present |
| Raymond James Financial Services, Inc. | Bethlehem | PA | 01/2022 | Present |
(1)Name of Business: Fulton Bank NA Address: 2005 City Line rd, Third Floor, Bethlehem, PA, 18017, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/18/2022 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 SERVICES (2)Name of Business: FULTON FINANCIAL ADVISORS Address: 2005 City Line Rd, Third Floor, Bethlehem, PA, 18017, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: iNVESMENT SALES AND SERVICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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