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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-23 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • UNITED STATES
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Coppell, TX • United States
3 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 |
|---|---|---|---|---|
| Bear Marsh, Llc | Dallas | TX | 11/2009 | Present |
| Calton & Associates Inc | Tampa | FL | 03/2013 | Present |
No. 1) Name of Business: Bear Marsh, LLC. Non-Investment related. Address: 5220 Spring Valley Rd. Suite 195, Dallas, TX 75254. Nature of Business: Holding Company. Position/Title/Relationship: Partner. Start Date: 06/30/2008. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Company was designed to purchase financial institutions such as broker dealers. There are no products or services offered.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-30 |
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