Kyle Blake Carlton

Current Employers

Employment History

• 09/2004 → Present
  Carlton Financial Group
  Franklin, TN

Other Businesses

NAME OF BUSINESS: CALYX COACHING LLC | INVESTMENT RELATED: NO | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: COACHING SERVICES | POSITION IN BUSINESS: PRINCIPAL COACH/OWNER | TITLE: MEMBER | START DATE: 03/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 30 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 30 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: COACHING TO START-UPS, BUSINESS EXECUTIVES, AND SPORTS TEAMS REGARDING LEADERSHIP PRINCIPLES, BUSINESS STRATEGIES, AND FINANCES. NAME OF BUSINESS: CALYX INVESTMENTS LLC | INVESTMENT RELATED: NO | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: PASS-THROUGH TAX CONDUIT ONLY | POSITION IN BUSINESS: MEMBER | TITLE: MEMBER | START DATE: 01/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 4 HOURS PER MONTH | # OF HRS DURING SECURITIES TRADING HOURS: N/A | BRIEF DESCRIPTION OF DUTIES: PASS-THROUGH ENTITY/TAX CONDUIT ONLY FOR INDEPENDENT CONTRACTOR INCOME NAME OF BUSINESS: CALYX WEALTH LLC | INVESTMENT RELATED: YES | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT | TITLE: MEMBER/PRINCIPAL OWNER | START DATE: 01/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME NAME OF BUSINESS: KYLE B. CARLTON d/b/a CALYX WEALTH | INVESTMENT RELATED: YES | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT | TITLE: INSURANCE AGENT | START DATE: 01/2023 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME NAME OF BUSINESS: KYLE B. CARLTON d/b/a CARLTON FINANCIAL GROUP | INVESTMENT RELATED: YES | ADDRESS: 2000 MALLORY LANE, SUITE 130-397, FRANKLIN, TN | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT | TITLE: MEMBER/INSURANCE AGENT | START DATE: 09/2004 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-13