Philip Timothy Wieloch

Current Employers

Employment History

• 08/2016 → 04/2019
  Capital Financial Services, Inc
  Minot, ND
• 04/2019 → 07/2024
  Calton & Associates, Inc.
  Tampa, FL
• 07/2024 → Present
  Lpl Financial Llc
  Clinton, CT
• 03/2002 → Present
  Phil Wieloch Financial
  Clinton, CT

Previous Registrations

• 2019-04-22 → 2024-07-30
  Calton & Associates, Inc.
  Tampa, FL
  Clinton, CT
  Tampa, FL
  Clinton, CT
  Bonita Springs, FL
• 2016-08-15 → 2019-04-22
  Capital Financial Services, Inc.
  Clinton, CT
  Clinton, CT
  Clinton, CT
  Minot, ND
  Clinton, CT
• 2005-06-16 → 2016-08-15
  Investors Capital Corp.
  Lynnfield, MA
  Clinton, CT
  Lehigh Acres, FL
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Clinton, CT
  Lynnfield, MA
• 2002-05-21 → 2005-06-16
  Eastern Point Advisors Inc.
  Fort Myers, FL

Other Businesses

1) 07/2024 - CT Insurance for Seniors / Business Owner / Non Inv. Related / Clinton, CT / Start date 09/15/2010 - 15 Hrs per month - 10% Time Spent 2) 07/2024- Philip Wieloch Financial LLC / -DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 3) 07/2024 - FLORIDA INSURANCE FOR SENIORS / Business Owner / Non Inv. Related / Bonita Springs, FL - Start date 05/20/2024 - 2 Hrs per month - 10% Time Spent 4) 02/24/2025- Phil Wieloch Financial LLC- Insurance Agency- INV Related- At Reported Business Location(s)- Start date 03/03/2025- 2 Hours Per Month- 2 Hours During Trading 5) 02/24/2025- Phil Wieloch Financial LLC- Insurance Agency- INV Related- At Reported Business Location(s)- Start date 03/03/2025- 6 Hours Per Month- 6 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-16
• S63 Uniform Securities Agent State Law Examination
  1996-12-02

Other Names

• Phil Wieloch
• Philip T Wieloch
• Philip Timothy Wieloch