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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-06 |
| FL | RA | APPROVED | 2016-06-17 |
Branch Locations
677 N Washington Blvd., Sarasota, FL 34236 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Campbell | Sarasota | FL | 01/2000 | Present |
| Calton & Associates, Inc. | Sarasota | FL | 06/2016 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 06/2016 | Present |
No. 1) Name of Business: Campbell Harness Capital Wealth Management, LLC. Investment related. Address: 1800 2nd Street, Suite 750, Sarasota, FL 34236. Nature of Business: DBA for Wealth management RIA business and Accounting. Position/Title/Relationship: Partner. Hours per month: 100. Hours per month during Securities trading hours: 50. Duties/Responsibilities: Management fee service to manage stock portfolios, and tax preparation for individuals and small businesses. No. 2) Name of Business: J Campbell & Associates. Investment related. Address: 1800 2nd Street, Suite 750, Sarasota, FL 34236. Nature of Business: Accounting/Tax Preparation and sales of both Life Insurance and Fixed Annuities. Position/Title/Relationship: Owner. Hours per month: 100. Hours per month during Securities trading hours: 50%. Duties/Responsibilities: Tax Preparation for individuals and small business and sales of life insurance, fixed and indexed annuities through Calton. No. 3) Name of Business: Sarasota Business Suites, Inc. Non-Investment related. Address: 677 North Washington Blvd., Sarasota, FL 34236. Nature of Business: Office Space sub-leasing. Position/Title/Relationship: President. Start Date: 08/15/2019. Hours per month: 40. Hours per month during Securities trading hours: 5. Duties/Responsibilities: receive rent income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
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