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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2019-08-19 |
Branch Locations
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Minot, ND • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • UNITED STATES
1 disclosure category 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 |
|---|---|---|---|---|
| Capital Financial Services, Inc. | Minot | ND | 02/2003 | 08/2019 |
| Calton & Associates, Inc. | Tampa | FL | 08/2019 | Present |
1) Bart Bohrer. Non-investment related. 417 9th Ave SE 415 9th Ave SE Minot ND, 58701. Nature of Business: Owner of duplex. Rent one side and live in the other. Title: Owner. Start Date: 07/31/2007. Hours Per Month: 0 Hours. Duties: Maintenance and collection of rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-14 |
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