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Inactive

Roman Inochovsky

Calton & Associates, Inc.

Maitland, FL

Tampa, FL

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Current Employers
Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
  • FL RA
    APPROVED
    Since 2025-01-02

Branch Locations

Maitland, FL • United States

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regal Investment Advisors Kentwood MI 01/2015 05/2018
Skywealth Alternatives Orlando FL 02/2013 Present
Ip Financial Advisory Services, Llc Charlotte NC 05/2018 06/2021
Modern Capital Advisors Raleigh NC 09/2021 04/2023
Penn Mutual Life Insurance Company Horsham PA 03/2023 Present
Hornor, Townsend & Kent, Llc Horsham PA 04/2023 12/2024
Calton & Associates, Inc. Tampa FL 12/2024 Present
  • 01/2015 → 05/2018
    Regal Investment Advisors
    Kentwood, MI
  • 02/2013 → Present
    Skywealth Alternatives
    Orlando, FL
  • 05/2018 → 06/2021
    Ip Financial Advisory Services, Llc
    Charlotte, NC
  • 09/2021 → 04/2023
    Modern Capital Advisors
    Raleigh, NC
  • 03/2023 → Present
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 04/2023 → 12/2024
    Hornor, Townsend & Kent, Llc
    Horsham, PA
  • 12/2024 → Present
    Calton & Associates, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: AGENT | ADDRESS: 605 TRELAGO WAY, MAITLAND, FL 32751 | START DATE: 4/14/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) HONORARY CONSULATE.CZECH REPUBLIC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: HONORARY CONSUL/ DIPLOMAT | ADDRESS: 605 TRELAGO WAY #206, MAITLAND, FL 32751 | START DATE: 10/2009 | NATURE OF ACTIVITY: GOVERMENTAL AGENCY DIPLOMACY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: WORKING WITH PASSPORT VISAS APOSTILLES 3) ROMAN INOCHOVSKY| NON-INVESTMENT RELATED | 605 TRELAGO WAY #206, MAITLAND, FL 32751 | BOOK-SELLING AUTHOR | OWNER/SOLE PROPRIETOR | START DATE: 5/1/2025 | HOURS/MONTH: 1 | HOURS/MONTH DURING SECURITIES TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-14
  • S66 Uniform Combined State Law Examination
    2012-01-14

View on SEC IAPD

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