William Charles Vourlas

Current Employers

Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2013-08-15

CA RA
APPROVED

Since 2013-08-15

Branch Locations

San Diego, CA • United States

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Calton & Associates, Inc.	Huntington Beach	CA	08/2013	Present

08/2013 → Present

Calton & Associates, Inc.

Huntington Beach, CA

Previous Registrations

2013-05-23 → 2013-06-28

Independent Financial Group, Llc

San Diego, CA
2012-10-01 → 2013-04-26

J.P. Morgan Securities Llc

Chula Vista, CA

Spring Valley, CA

Imperial Beach, CA
2009-12-03 → 2012-10-01

Chase Investment Services Corp.

Chula Vista, CA

Imperial Beach, CA

Spring Valley, CA

Chula Vista, CA

Spring Valley, CA

San Ysidro, CA
2008-06-16 → 2009-12-01

Equitable Advisors, Llc

San Diego, CA

San Diego, CA

San Diego, CA

Other Businesses

1) Name of Business: Medicare Insurance Sales (William C Vourlas) . Non-Investment related. Address: 2138 Dale St , San Diego, CA 92104-5514. Nature of Business: Medicare Insurance Sales. Position/Title/Relationship: Agent. Start Date: 01/20/2022. Hours per month: 2. Duties/Responsibilities: Sells Medicare Insurance.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-06-14

S66 Uniform Combined State Law Examination

2008-06-14

Other Names

Will Vourlas

View on SEC IAPD