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Paul Joseph Tully

Eagle Wealth Strategies

Mullica Hill, NJ

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Current Employers
Eagle Wealth Strategies

118 Bridgeton Pike, Mullica Hill, NJ 08062 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-25
NJ RA APPROVED 2023-04-06
  • FL RA
    APPROVED
    Since 2023-05-25
  • NJ RA
    APPROVED
    Since 2023-04-06

Branch Locations

118 Bridgeton Pike, Mullica Hill, NJ 08062 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. West Deptford NJ 04/1989 03/2023
Raymond James Financial Services Advisors, Inc West Deptford NJ 01/2009 03/2023
Eagle Wealth Strategies West Deptford NJ 03/1989 03/2023
Ews2 Deptford NJ 01/2022 Present
Eagle Wealth Strategies Llc West Deptford NJ 03/2023 Present
Previous Registrations
  • 2009-01-12 → 2023-04-12
    Woodbury, NJ
    West Deptford, NJ
    Estero, FL
  • 2006-06-22 → 2009-01-12
    Raymond James Financial Services, Inc.
    West Deptford, NJ
    Elk Township, NJ
    Pittsgrove Township, NJ
    Elmers, NJ
    Upper Pittsgrove Township, NJ
    Bridgeton, NJ
    Woodstown, NJ
    Upper Pittsgrove Twp., NJ
    Pittsgrove Township, NJ
    Elmer, NJ
    Elk Township, NJ
    Pittsgrove Township, NJ
    Upper Deerfield Twp., NJ
    Estero, FL
Other Businesses

(1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month (2)Name of Business: EWS2 Address: Peachtree Professional Ct, West Deptford, NJ, 08096, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: it is a corporation that will have my compensation transferred to. It will also engage in the sale of life insurance and annuity products previously approved in an OBA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-11
  • S63 Uniform Securities Agent State Law Examination
    1983-01-11
Designations

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