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2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-02 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Horseshoe Bay, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle R Ranch | Harper | TX | 05/1985 | Present |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 08/1997 | 06/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 05/2011 | Present |
| Calton & Associates, Inc. | Horseshoe Bay | TX | 07/2023 | Present |
1.) FIXED INSURANCE, LICENSED WITH TEXAS DEPARTMENT OF INSURANCE, LICENSE ID 891756, LIFE, ACCIDENT, HEALTH AND HMO, ISSUED 6-27-2000; PRESIDENT AND PART OWNER OF DOMINION INSURANCE SERVICES, NON-INVESTMENT RELATED; 238 PENNSYLVANIA, NEW BRAUNFELS, TX 78130, LESS THAN 1 HOUR/MONTH DURING SECURITIES TRADING HOURS, START DATE 01/26/2000. 2.) OWNS CIRCLE R RANCH, NON-INVESTMENT RELATED, BOX 2346 HARPER VALLEY RANCH ROAD, HARPER, TEXAS 78631, RANCHING 8/86, 10 HOURS A WEEK, NONE DURING TRADING, RANCHING BUSINESS. 3.) R&A MANAGEMENT; NON-INVESTMENT RELATED; 201 LASSO, HORSESHOE BAY, TX 78657; RENTAL PROPERTIES; PARTNER; START DATE 08/06/1986; HOURS/MONTH: 3; HOURS DURING SECURITIES TRADING HOURS: 0; REVIEW EXPENDITURES AND PROSPECTIVE CLIENT APPLICATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-09-23 |
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