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2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 10/2020 | 06/2023 |
| Frisco Police Department | Frisco | TX | 07/2017 | 10/2020 |
| Grand Prairie Police Department | Grand Prairie | TX | 06/2014 | 07/2017 |
| U.S. Army Reserves | Grand Prairie | TX | 05/2013 | 10/2020 |
| Dominion Portfolio Management, Inc. | Marble Falls | TX | 09/2021 | Present |
| Calton & Associates, Inc. | Carthage | TX | 07/2023 | Present |
New Era Life Insurance Company; Non-investment related; 11720 Katy Freeway, Ste 1700, Houston, TX 77079; Fixed Annuities/Life Insurance; Agent; Start Date: 9/22/2025; Hours/month: 5; Hours/month during securities trading hours: 5; Duties: Completing paperwork in soliciting business for fixed annuities and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-17 |
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