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2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-11-17 |
Branch Locations
4800 Nw 88Th Street Suite 212, Kansas City, MO 64154 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Lawrence | KS | 06/2016 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lawrence | KS | 06/2016 | 11/2020 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 11/2020 | 06/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 11/2020 | Present |
| Calton & Associates, Inc. | Kansas City | MO | 07/2023 | Present |
STG FINANCIAL, INVESTMENT RELATED, 4800 NW 88TH STREET, SUITE 212, KANSAS CITY, MO 64154, DBA FOR THE NAME OF MY COMPANY RELATED TO INVESTMENTS, FINANCIAL CONSULTANT, OWNER/SOLE PROPRIETOR, START DATE: 02/01/2021, HOURS PER MONTH: 160, HOURS/MONTH DURING SECURITIES TRADING HOURS: 130, I USE A DBA STG FINANCIAL FOR THE NAME OF MY COMPANY RELATED TO INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-08 |
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