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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-10 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
2005 City Line Road Suite 200, Bethleham, PA 18017 • 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 |
|---|---|---|---|---|
| Fulton Financial Advisors | Bethlehem | PA | 09/2002 | 10/2019 |
| Raymond James Financial Services | Bethlehem | PA | 06/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Bethlehem | PA | 01/2009 | Present |
| Fulton Financial Corporation | Bethlehem | PA | 06/2008 | Present |
| Specific Solutions | Bethlehem | PA | 03/2016 | 10/2025 |
| Fulton Bank | Bethlehem | PA | 06/2008 | Present |
(1)Name of Business: Address: 237 West Aluta Mill Road, Nazareth, PA, 18064, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/22/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the properties. (2)Name of Business: Fulton Financial Advisors Address: 2005 City Line Rd Ste 200, Bethlehem, PA, 18017, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/31/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
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