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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-19 |
Branch Locations
50 South 16Th Street 24Th Floor, Philadelphia, PA 19102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp | Philadelphia | PA | 06/2013 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2017 | 09/2023 |
| Raymond James Financial Services, Inc. | Lancaster | PA | 09/2023 | Present |
| Raymond James Financial Services Advisor, Inc. | Lancaster | PA | 09/2023 | Present |
| Fulton Bank | Philadelphia | PA | 09/2023 | Present |
| Citizens Securities, Inc. | Philadelphia | PA | 06/2013 | 11/2017 |
(1)Name of Business: Fulton Financial Advisors Address: 50 South 16th Street, Philadelphia, PA, 19102, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment sales and service, no bank duties performed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-30 |
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