Inactive

Casey Vance Fulp

Carriage House Planning LLC

Fisherville, KY

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Current Employers

Carriage House Planning Llc

Fisherville, KY • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-01
KY	RA	APPROVED	2025-02-28
FL	RA	APPROVED	2020-07-21

TX RA
APPROVED

Since 2026-04-01
KY RA
APPROVED

Since 2025-02-28
FL RA
APPROVED

Since 2020-07-21

Branch Locations

Fisherville, KY • 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

Organization	City	State	From	To
Raymond James & Associates, Inc.	St. Petersburg	FL	11/2009	01/2019
Carriage House Planning Llc	Tampa	FL	02/2020	Present
Waller & Wax Advisors, Inc.	Tampa	FL	06/2013	01/2019
Ngrained Living Llc	Tampa	FL	01/2019	01/2022

11/2009 → 01/2019

Raymond James & Associates, Inc.

St. Petersburg, FL
02/2020 → Present

Carriage House Planning Llc

Tampa, FL
06/2013 → 01/2019

Waller & Wax Advisors, Inc.

Tampa, FL
01/2019 → 01/2022

Ngrained Living Llc

Tampa, FL

Previous Registrations

2014-11-03 → 2019-01-31

Waller & Wax Advisors, Inc.

Tampa, FL
2013-06-21 → 2019-01-24

Raymond James Financial Services Advisors, Inc

Tampa, FL
2010-07-28 → 2013-06-03

Raymond James & Associates, Inc.

St. Petersburg, FL

St. Petersburg, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-07-24

S66 Uniform Combined State Law Examination

2010-07-24

Designations

View on SEC IAPD

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