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Britton Rives Williams

Calamita Wealth Management

Raleigh, NC

Charlotte, NC

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Current Employers
Calamita Wealth Management

6135 Park South Drive Suite 510, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-08-15
  • NC RA
    APPROVED
    Since 2018-08-15

Branch Locations

Raleigh, NC • United States

6135 Park South Drive Suite 510, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tuttle Wealth Management, Llc Stamford CT 02/2011 05/2017
Belpointe Asset Management, Llc Greenwich CT 02/2016 08/2018
Calamita Wealth Management, Inc Charlotte NC 08/2018 Present
  • 02/2011 → 05/2017
    Tuttle Wealth Management, Llc
    Stamford, CT
  • 02/2016 → 08/2018
    Greenwich, CT
  • 08/2018 → Present
    Calamita Wealth Management, Inc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-29
  • S65 Uniform Investment Adviser Law Examination
    2010-10-29
Designations

View on SEC IAPD

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