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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New Providence | PA | 05/2016 | 10/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 01/2018 |
| Unemployed | New Providence | PA | 01/2018 | 04/2018 |
| Lincoln Financial Advisors | Lutherville | MD | 04/2018 | 09/2020 |
| Academy Financial, Inc | Lutherville | MD | 05/2018 | 09/2020 |
| Unemployment | Lutherville | MD | 09/2020 | 01/2021 |
| Raymond James Financial Services, Inc | Lancaster | PA | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Lancaster | PA | 01/2021 | Present |
| Fulton Bank | Lancaster | PA | 01/2021 | Present |
(1)Name of Business: Fulton Financial Advisors Address: 1 Penn Sq, Lancaster, PA, 17602, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a associate financial advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-18 |
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