Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-07-21
PA RA APPROVED 2017-06-09
  • TX RA
    APPROVED_RES
    Since 2020-07-21
  • PA RA
    APPROVED
    Since 2017-06-09

Branch Locations

2747 Century Blvd, Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Bank Na Wyomissing PA 06/2016 06/2017
Big Vision Foundation Leesport PA 09/2010 08/2018
Raymond James Financial Services. Inc Shillington PA 06/2017 Present
Advocare Oley PA 10/2009 01/2020
Raymond James Financial Services Advisors Inc. Shillington PA 06/2017 Present
Fulton Bank Shillington PA 06/2017 Present
  • 06/2016 → 06/2017
    Santander Bank Na
    Wyomissing, PA
  • 09/2010 → 08/2018
    Big Vision Foundation
    Leesport, PA
  • 06/2017 → Present
    Raymond James Financial Services. Inc
    Shillington, PA
  • 10/2009 → 01/2020
    Advocare
    Oley, PA
  • 06/2017 → Present
    Shillington, PA
  • 06/2017 → Present
    Fulton Bank
    Shillington, PA
Previous Registrations
  • 2016-08-15 → 2017-06-01
    Wyomissing, PA
    Harrisburg, PA
    Bethlehem, PA
    Harrisburg, PA
    Wyomissing, PA
    Wyomissing, PA
    Kutztown, PA
    Shillington, PA
    Robesonia, PA
    Reading, PA
    Laureldale, PA
Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 2747 Century Blvd, Wyomissing, PA, 19610, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/28/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Sales & Service (2)Name of Business: Oley Valley Community Education Foundation Address: 17 Jefferson Street, Oley, PA, 19547, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Subcommittee Member, Committee Member Investment Related: Yes Start Date: 05/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board of Trustees, Finance Committee Member, Development Committee (Chair) & Governance Committee. \n\nMission -- To enhance educational opportunities for the students, residents, employees, and alumni of the Oley Valley School District while encouraging community support and participation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-12
S63 Uniform Securities Agent State Law Examination 2013-11-15
  • S65 Uniform Investment Adviser Law Examination
    2016-08-12
  • S63 Uniform Securities Agent State Law Examination
    2013-11-15
Other Names
  • Michael Billera-Smith
  • Michael Anthony Billera-Smith
  • Michael Billera Smith
  • Michael Anthony Billera Smith

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wyomissing, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor