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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 | 2018-11-14 |
| TX | RA | APPROVED | 2018-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Haven | FL | 04/2011 | 11/2018 |
| Bank Of America, N.A. | Winter Haven | FL | 06/2011 | 11/2018 |
| Calton & Associates, Inc. | Tampa | FL | 11/2018 | Present |
1) Guardian Wealth Management, LLC. Investment related. Address: 5116 South Lakeland Dr., Lakeland, FL 33813. Nature of Business: DBA entity for Brokerage and Advisory services. Position/Title/Relationship: Employee. Start Date: 11/1/2018. Hours per month: 160. Hours per month during Securities trading hours: 160. Duties/Responsibilities: Brokerage and Advisory services. 2) Salvation Army. Non-Investment related. Address: 1898 US 17, Winter Haven, FL 33881. Nature of Business: Sit on board of directors for my local Salvation Army chapter. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 10%. Duties/Responsibilities: Sit on board of directors for my local Salvation Army chapter. I do not have check writing capabilities in my role on the Board of Directors. 3) Real Estate Investments. Investment related. Address: 415 Flagler Rd., Winter Haven, FL 33884. Nature of Business: Residential real estate investments. Position/Title/Relationship: Owner. Start Date: 01/22/2019. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Buy and sell real estate for profit in my own name. 4) Central Florida Sunshine Distributors, LLC. Non-Investment related. Address: 730 Mooney Street, Building 304, Bartow, FL 33830. Nature of Business: Distribution Company primarily selling sand. Position/Title/Relationship: Partner. Start Date: 09/17/2018. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: My wife and I own 20% of this company. We sell different products online. At this point we primarily sell sand but will sell other types of products as opportunities present themselves. 5) Headstart Direct, LLC. (Non)Investment-Related. Address: 3395 Cypress Gardens Rd., Winter Haven, FL 33884. Nature of Business: We sell hair along with hair and skin products online through retail. Position/Title/Relationship: Director. Start Date: 08/31/2020. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Identify products and get them ready to sell. 6) Bryson Macchione RRA, LLC,. Not Investment Related. This is an LLC owned by my Roth IRA for the purpose of making investments in different areas including but not limited to Real Estate and E-Commerce, MGR,2020-08-04,5 hours per month,0 hours per month during trading hours, Other Compensation, Identify and manage investment opportunities for the LLC for benefit of my Roth IRA. I do not receive compensation as a manager of the LLC. 7) BTM Group LLC. Not Investment Related. 415 Flagler Rd. Winter Haven FL, 33884. Nature of Business: Making Investments. Title: Director. Start Date: 05/04/2021. Hours Per Month: 10. Duties: Owner. 8) Iron Wifi. Not Investment Related. 5275 Brosche Rd Orlando, FL 32807 Nature of Business: Working with the company in partner relations/strategic partnerships. Working with existing and potential customers to educate on new and existing products and potential applications. Title: Partner. Start Date: 11/2022. Hours Per Month: 8 Hours. Duties: Working with the company in partner relations/strategic partnerships to educate new and existing customers on new and existing products and potential applications. Products offered include Captive Portals, AAA RADIUS, OSU and SCEP, Roaming and Offload, WBA OpenRoaming.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-20 |
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