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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-25 |
| CT | RA | APPROVED | 2025-08-18 |
Branch Locations
628 Hebron Ave Suite 216, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Connecticut | Storrs | CT | 08/2014 | 05/2018 |
| Uconn Recreation | Storrs | CT | 08/2016 | 05/2017 |
| Commonwealth Financial Network | Glastonbury | CT | 05/2017 | 08/2025 |
| Raymond James Financial Services Advisors, Inc. | Glastonbury | CT | 08/2025 | Present |
| Raymond James Financial Services Inc. | Glastonbury | CT | 08/2025 | Present |
(1)Name of Business: Capital Wealth Management Address: 628 Hebron Ave Ste 216, Glastonbury, CT, 06033-5027, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: As a wealth advisor I work with clients in the areas of investment management, financial planning, estate planning, tax mitigation, etc..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
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