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2811 West Bay Drive, Belleair Bluffs, FL 33770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-04-28 |
Branch Locations
2811 West Bay Drive, Belleair Bluffs, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belleair Wealth Management, Llc | Belleair Bluffs | FL | 04/2015 | Present |
| Calton & Associates, Inc. | Tampa | FL | 02/2016 | Present |
No. 1) Name of Business: David J Kruis, LLC. Investment related. Address: 2811 West Bay Drive, Belleair Bluffs, FL 33770. Nature of Business: RIA representative; Life insurance products. Position/Title/Relationship: Officer. Hours per month: 10. Hours per month during Securities trading hours: 5%. Duties/Responsibilities: Sales of life insurance and sales solicitor for Belleair Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 2006-10-24 |
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