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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
628 Hebron Avenue Suite 216, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2011 | 08/2025 |
| Capital Wealth Management, Llc | Glastonbury | CT | 07/2011 | 08/2025 |
| Raymond James Financial Services, Inc. | Glastonbury | CT | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Glastonbury | CT | 08/2025 | Present |
(1)Name of Business: Capital Wealth Management, LLC Address: 628 Hebron Ave Ste 216, Glastonbury, CT, 06033-5027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/24/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide financial planning services and investment management services to clients (2)Name of Business: Kalos Peter Address: 628 Hebron Ave Ste 216, Glastonbury, CT, 06033-5027, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 10/27/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hello,\nI am POA for my 96 year old grand father. I've been working to consolidate his accounts as much as possible, and write checks to pay his bills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-05 |
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