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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-24 |
| MA | RA | APPROVED | 2017-05-30 |
Branch Locations
One Meeting House Road Suite 13, Chelmsford, MA 01824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 05/2015 | 10/2016 |
| Wells Fargo Clearing Services Llc | Chelmsford | MA | 11/2016 | 05/2017 |
| Raymond James Financial Services, Inc. | Chelmsford | MA | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Chelmsford | MA | 05/2017 | Present |
(1)Name of Business: EduWisely Address: 10 Sassafras Rd., Westford, MA, 01886, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/21/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner -- all aspects (2)Name of Business: Eppolito, Carbone & Co. Address: 1 Meeting House Rd Ste 13, Chelmsford, MA, 01824, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/18/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner, Officer\n\nPortfolio management, financial planning, business development (3)Name of Business: Eppolito, Carbone & Co., LLC. Address: 1 Meeting House Rd Ste 13, Chelmsford, MA, 01824-2737, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner\n\nI manage client relationships, discretionary portfolio management, business development, and general business management duties. (4)Name of Business: Retirement Decisions Lab Address: 1 Meeting House Rd Ste 13, Chelmsford, MA, 01824-2737, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 05/13/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created the content of the website. Will be used for marketing purposes. Minimal maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-15 |
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