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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wyomissing | PA | 04/2024 | Present |
| Fulton Bank, Na | Lancaster | PA | 05/2022 | Present |
| Rj Caron Foundation | Wernersville | PA | 07/2014 | 05/2022 |
| Pennsylvania State University | Wyomissing | PA | 08/2015 | 05/2020 |
| Raymond James Financial Services Advisors, Inc. | Wyomissing | PA | 06/2024 | Present |
(1) Name of Business: Fulton Bank Address: 2747 Century Blvd, Wyomissing, PA, 19610-3361, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 06/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Helping clients invest for their retirement needs through various investment tools at my disposal through Raymond James and Fulton Bank. 7885439
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-18 |
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