Richard Paul Doleva

Current Employers

Employment History

• 05/1989 → Present
  Richard P Doleva Cpa
  E. Longmeadow, MA
• 01/2009 → Present
  Sagepoint Financial, Inc
  East Longmeadow, MA
• 09/2023 → Present
  Osaic Wealth, Inc.
  East Longmeadow, MA

Other Businesses

1. BIG HOMER, LLC POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2023 ADDRESS: 180 DENSLOW RD, SUITE 7, EAST LONGMEADOW MA 01028, United States DESCRIPTION: The LLC owns the office condominium unit in which my businesses operate. 2. RICHARD P DOLEVA & ASSOCIATES POSITION: Owner NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 11/09/2000 ADDRESS: 180 DENSLOW RD, STE 7, EAST LONGMEADOW MA 01028, United States DESCRIPTION: Independent registered investment adviser. All IA business placed with SEI Private Trust Co. 3. RICHARD P DOLEVA, CPA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/04/2013 ADDRESS: 180 Denslow Rd., Suite 7, East Longmeadow MA 01028, United States DESCRIPTION: Licensed insurance agent. Life, accident, health, annuities. 4. RICHARD P DOLEVA, CPA POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 45 START DATE: 06/01/1984 ADDRESS: 180 Denslow Rd, Suite 7, East Longmeadow MA 01028, United States DESCRIPTION: Tax preparation, tax planning, and payroll services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-12-20