Stephen Joseph Hollingsworth

Current Employers

Employment History

• 10/2010 → 02/2025
  Raymond James Financial Services
  Newton, MA
• 10/2010 → 02/2025
  Raymond James Financial Services Advisors Inc.
  Newton, MA
• 10/2010 → Present
  Adele Financial Services,Llc
  Newton, MA
• 02/2025 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL

Previous Registrations

• 2011-01-03 → 2025-02-19
  Raymond James Financial Services Advisors, Inc
  Newton, MA
  Newton Lower Falls, MA

Other Businesses

(1)Name of Business: Adele Financial Services LLC Address: 36 Washington St Ste 350, Wellesley, MA, 02481, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/17/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling Group Life and Disability to Law Enforcement (2)Name of Business: Adele Financial Services, LLC Address: 36 Washington St Ste 350, Wellesley, MA, 02481, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/29/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company under which name advisory business is conducted (3) Wellesley Grid Iron, PO Box 812458, Wellesley, MA 02482. Start Date 6/11/2025 Not Investment Related. 0-1 Hours per month devoted to this business, none during business hours. Description of duties: Treasurer of high school football club. Checkwriting ability overseen by President and Vice President of the club. (4) Adele Financial Holdings, LLC Investment Related Located at 36 Washington St Wellesley, MA 02481. Owner. 1 hour per month during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-30
• S63 Uniform Securities Agent State Law Examination
  1985-03-05

Other Names

• Stephen J Hollingsworth
• Steve Hollingsworth