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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-27
CT RA APPROVED 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-27
  • CT RA
    APPROVED
    Since 2025-08-05

Branch Locations

1062 Barnes Rd Ste 201, Wallingford, CT 06492 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Fairfield CT 10/2017 03/2025
Shop Rite Of Wallingford Wallingford CT 09/2011 10/2017
Eastern Connecticut State University Willimantic CT 08/2013 05/2017
Commonwealth Financial Network Wallingford CT 04/2025 08/2025
Lobo Pascale Wealth Management Llc Wallingford CT 01/2001 Present
Raymond James Financial Services Inc. Wallingford CT 08/2025 Present
Raymond James Financial Services Advisors Inc. Wallingford CT 08/2025 Present
  • 10/2017 → 03/2025
    Fairfield, CT
  • 09/2011 → 10/2017
    Shop Rite Of Wallingford
    Wallingford, CT
  • 08/2013 → 05/2017
    Eastern Connecticut State University
    Willimantic, CT
  • 04/2025 → 08/2025
    Wallingford, CT
  • 01/2001 → Present
    Lobo Pascale Wealth Management Llc
    Wallingford, CT
  • 08/2025 → Present
    Raymond James Financial Services Inc.
    Wallingford, CT
  • 08/2025 → Present
    Wallingford, CT
Previous Registrations
Other Businesses

Lobo Pascale Wealth Management LLC not investment related Wallingford, CT DBA/Support Company Advisor start date: 01/2001 0 hrs per month 0 during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-06
  • S66 Uniform Combined State Law Examination
    2018-09-06
Other Names
  • Jordan Robert True
  • Jordan True

View on SEC IAPD

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