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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-15 |
Branch Locations
108 North Reading Rd Suite 12, Ephrata, PA 17522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ephrata | PA | 03/2023 | Present |
| Fulton Bank | Ephrata | PA | 01/2013 | 01/2018 |
| Fulton Financial Advisors | Ephrata | PA | 09/2021 | 05/2024 |
| Raymond James Financial Services Advisors, Inc | Ephrata | PA | 05/2024 | Present |
| Fulton Bank | Ephrata | PA | 01/2018 | 09/2021 |
| Fulton Bank | Ephrata | PA | 05/2024 | Present |
(1)Name of Business: Address: 156 W Main Street, Reinholds, PA, 17569, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 01/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Fulton Financial Advisors Address: 108 N Reading Rd Ste 12, Ephrata, PA, 17522-1668, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/03/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Services Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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