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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-08-30 |
Branch Locations
119 King Street, Hagerstown, MD 21740 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • UNITED STATES
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks Securities, Inc. | Oklahoma City | OK | 06/2015 | 06/2017 |
| Wilbanks Securities Advisory | Oklahoma City | OK | 06/2015 | 06/2017 |
| I2 Advisors | Hagerstown | MD | 06/2015 | 06/2017 |
| Cabot Lodge Securities Llc | Hagerstown | MD | 05/2017 | 08/2018 |
| Cl Wealth Management Llc | New York | NY | 08/2017 | 08/2018 |
| Calton & Associates, Inc. | Tampa | FL | 08/2018 | Present |
1) Name of Business: Shepherd's Hill. DBA an Agriculturist. Non-Investment related. Address: 2383 Old Washington Rd. Westminster, MD 21157. Nature of Business: Agriculture. Position/Title/Relationship: Owner. Start Date: 05/2000. Hours per month: 120. Hours per month during Securities trading hours: 4. Duties/Responsibilities: Own and operate farm raising sheep and dogs. 2) Name of Business: Livestock Judge. Non-Investment related. Address: 2383 Old Washington Rd. Nature of Business: Livestock Shows. Position/Title/Relationship: Judge. Start Date: 1987. Hours per month: 4. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Judge livestock shows. 3) Name of Business: Fixed Insurance. Non-Investment related. Address: 119 King Street, Hagerstown, MD 21740. Nature of Business: Insurance sales. Position/Title/Relationship: Agent. Start Date 09/22/2022 . Hours per month: 1.Hours per month during trading hours: 1. Duties/Responsibilities: Life insurance with LTC rider offer term life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-22 |
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