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4100 W. Kennedy Boulevard Suite 305, Tampa, FL 33609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-05-05 |
Branch Locations
4100 W. Kennedy Boulevard Suite 305, Tampa, FL 33609 • 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 |
|---|---|---|---|---|
| Securities Research | Tampa | FL | 03/2009 | 04/2020 |
| Calton & Associates, Inc. | Tmpa | FL | 04/2020 | Present |
| Bay Capital | Tampa | FL | 04/2020 | Present |
| Ryder Capital, Inc. | Tampa | FL | 08/2012 | 04/2020 |
1) Bay Capital. Investment related. 4100 W Kennedy Blvd., Suite 305, Tampa, FL 33609. Investment Advisory, Retirement planning, asset management. Agent, Investment Advisory Associate. Start Date: 01/01/2020. Hours per month: 10. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Solicit new clients, manage existing ones. 2) Dioceses of St. Petersburg Pension Board, Is Not Investment Related, Pension Board, Advisor, Start Date: 2008-06-01,1 hour per month, 0 hours per month during trading hours, No Compensation, Advisor to the Investment Committee for the pension of the Diocese of St. Petersburg. 3) Ryder Capital, Inc.", Is Not Investment Related, 9801 Oak St NE Saint Petersburg FL, 33702. Corp Checking account, Owner,2011-01-01,3 hours per month,0 hours per month during trading hours, No Compensation Compensation, Checking records and accounting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-02 |
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