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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-17 |
Branch Locations
1062 Barnes Rd Ste 201, Wallingford, CT 06492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 02/2023 | 01/2024 |
| Hunt Scanlon Media | Greenwich | CT | 05/2022 | 09/2022 |
| Loyola Maryland University | Baltimore | MD | 09/2018 | 05/2022 |
| Grade School | North Haven | CT | 01/2013 | 09/2018 |
| Unemployed | Greenwich | CT | 10/2022 | 01/2023 |
| First Trust Portfolios L.P. | Wheaton | IL | 02/2024 | 10/2025 |
| First Trust Advisors L.P. | Wheaton | IL | 02/2024 | 10/2025 |
| Raymond James Financial Services, Inc. | Wallingford | CT | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Wallingford | CT | 02/2026 | Present |
| Unemployed | Wallingford | CT | 11/2025 | 01/2026 |
1) Name of Business: Lobo & Pascale Wealth Management LLC Address: 1062 Barnes Rd Ste 201, Wallingford, CT, 06492, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Associate/ Reception - Handling inbound calls, scheduling, and administrative duties dictated by superiors. Emphasis on client services and support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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