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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Dws Distributors, Inc. | Millstone | NJ | 12/2010 | 12/2021 |
| Unemployed | Millstone | NJ | 12/2021 | 07/2022 |
| Kennedy Investment Group | West Deptford | NJ | 07/2022 | 09/2023 |
| Raymond James Financial Services, Inc | West Deptford | NJ | 07/2022 | 09/2023 |
| Lincoln Investment | Fort Washington | PA | 12/2023 | 01/2024 |
| Unemployed | Millstone | NJ | 10/2023 | 11/2023 |
| Lincoln Investment Planning, Llc | Marlton | NJ | 12/2023 | 01/2024 |
| Capital Analysts | Marlton | NJ | 12/2023 | 01/2024 |
| Raymond James Financial Services, Inc. | Windsor | NJ | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Windsor | NJ | 01/2024 | Present |
| Fulton Bank | Windsor | NJ | 01/2024 | Present |
(1) Name of Business: FFA (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: 01/22/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Regional Sales Manager\n\nHire, manage, and recruit financial advisors and work with the bank partners. (2) Name of Business: Notre Dame High School Address: 7 Mineral Springs Rd, Millstone , NJ, 08510, United States Activity Type: Religious Position/Title: Other, Officer - Treasurer, Bookkeeper Investment Related: Yes Start Date: 04/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been asked to supervise the treasurer for Notre Dame High School Lacrosse. This would mean supervising the collection of money from parents. This will have no association with Fulton Bank. I will have to supervise a partner and have oversight of the account that will be allocated to her personal checking account
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-06 |
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