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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| CT | RA | APPROVED | 2025-08-06 |
Branch Locations
1062 Barnes Rd Ste 201, Wallingford, CT 06492 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2001 | 08/2025 |
| Raymond James Financial Services Inc. | Wallingford | CT | 08/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Wallingford | CT | 08/2025 | Present |
(1) Name of Business: Lobo & Pascale Wealth Management, LLC Address: 1062 Barnes Rd Ste 201, Wallingford, CT, 06492-6013, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/01/2001 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co -Owner and Co- Founder
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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