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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-02 |
Branch Locations
100 N Citrus Street Suite 510, West Covina, CA 91791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alexander Wealth Management | West Covina | CA | 03/2015 | Present |
| Calton & Associates | West Covina | CA | 05/2016 | Present |
Alexander Wealth Management, LLC; Investment related; 100 N Citrus St, Ste 510, West Covina, CA 9179; Nature: Investments; Position/Title/Relationship: Employee; Start Date: 11/29/2017; Hours/month: 100; Hours/month during securities trading hours: 100; Investments for retirement and estate planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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