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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
Crystal Beach, FL • United States
2240 Belleair Rd Suite 180B, Clearwater, FL 33764 • 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Clearwater | FL | 08/2003 | Present |
No. 1) Name of Business: Direct Insurance. Non-Investment related. Address: PO Box 812, 139 Georgia Avenue, Crystal Beach, FL 34681. Nature of Business: Term Life Policy. Position/Title/Relationship: Agent. Start Date: 11/15/2016. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: 3 years ago I sold 1 Term life policy. No. 2) Name of Business: Robert Anderson Fixed Business. Non-Investment related. Address: 9 Hibiscus Suite, 16, Tarpon Springs, FL 34689. Nature of Business: Insurance. Position/Title/Relationship: Agent. Hours per month: 1%. Duties/Responsibilities: Robert Anderson independent insurance agent, appointed with various companies. No. 3) Name of Business: Property Management. Non-Investment related. Address: 1161 E Spruce Street, Tarpon Springs, FL 34689. Nature of Business: Rental Property. Position/Title/Relationship: OwnerHours per month: 2%. Duties/Responsibilities: Collect rent and maintain property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-12 |
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