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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-02 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David W. Hinson | Eugene | OR | 01/1996 | Present |
| Capital Financial Services, Inc. | Minot | ND | 03/2007 | 07/2019 |
| Calton & Associates, Inc. | Eugene | OR | 07/2019 | Present |
No. 1) Name of Business: Legacy Planners Properties, LLC. Non-Investment related. Address: 1966 Garden Ave, Eugene, OR 97403. Nature of Business: DBA for Rental Real Estate. Position/Title/Relationship: Managing Member. Start Date: 01/01/2004. Hours per month: 20. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Oversee the management of rental properties that I own rental income. No. 2) Name of Business: David W Hinson, CPA PC. Non-Investment related. Address: 1966 Garden Ave, Eugene, OR 97403. Nature of Business: Accounting and Tax Prep. Position/Title/Relationship: CPA / Owner. Start Date: 01/01/1994. Hours per month: 25. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Accounting and Tax Preparation. No. 3) Name of Business: Legacy Financial Services, Inc. Non-Investment related. Address: 1966 Garden Ave, Eugene, OR 97403. Nature of Business: DBA for work done through Calton & Associates. Position/Title/Relationship: Officer. Start Date: 12/05/2001. Hours per month: 170. Hours per month during Securities trading hours: 170. Duties/Responsibilities: DBA for work performed for my Broker Dealer, Calton & Associates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-04 |
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