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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Lancaster | PA | 04/2024 | Present |
| Citizens Bank Na | Lancaster | PA | 08/2017 | 05/2024 |
| Just Press Play | Willow Street | PA | 05/2014 | 08/2017 |
| Fulton Bank | Lancaster | PA | 04/2024 | Present |
| Fulton Financial Advisors | Lancaster | PA | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Lancaster | PA | 01/2025 | Present |
| Fulton Financial Advisors | Lancaster | PA | 01/2025 | Present |
(1)Name of Business: Fulton Bank Address: 1 Penn Sq, Lancaster, PA, 17602-2853, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Assisting clients of our financial advisory team as a support role for processing and completing paperwork and gathering client information for account opening and maintenance. (2)Name of Business: Fulton Financial Advisors Address: 1 Penn Sq, Lancaster, PA, 17602-2853, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Assist advisors and clients with documentation and processing of various account forms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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