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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-26 |
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
Fishers, IN • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-12-14 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Fishers, IN • 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 |
|---|---|---|---|---|
| Ifs Securities | Atlanta | GA | 09/2010 | 12/2017 |
| Ifs Advisory, Llc | Atlanta | GA | 09/2010 | 12/2017 |
| Dba - "Dynasty Wealth Management, Llc" | Indianapolis | IN | 11/2015 | 12/2017 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 12/2017 | 06/2023 |
| Dynasty Financial Group, Llc | Fishers | IN | 12/2017 | Present |
| Dominion Portfolio Management, Inc. | Marble Falls | TX | 12/2017 | Present |
| Calton & Associates, Inc. | Tampa | FL | 07/2023 | Present |
| Calton & Associates, Inc. | Tampa | FL | 08/2026 | Present |
1. CO-OWNER OF TAIST, INC. AS OF 2021, I SPEND ONE HOUR PER MONTH ACTING PRIMARILY AS THE LENDER TO THE DEVELOPMENT OF AN APPLICATION. 2. Arnett Financial, LLC; Investment Related; Address: 7701 Creekside Dr., Fishers, IN 46038; Nature of Business: Financial Advisor; Position/Title/Relationship: Owner/Sole Proprietor; Start Date: 5/24/2019; Hours/month: 160; Hours/month during securities trading hours: 130; Duties: Financial advisement and fiduciary to clients; Products and services include buying and selling of equity securities and fixed income products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-14 |
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