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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 2024-11-06
  • FL RA
    APPROVED
    Since 2024-11-06

Branch Locations

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

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jaipur Golden Transport Company (P) Ltd New Delhi 01/2015 08/2020
Babson College Wellesley MA 08/2020 05/2023
Babson College Fund Wellesley MA 08/2022 05/2023
Bahri Capital, Llc Miami FL 06/2023 Present
Peakshares, Llc Tampa FL 01/2024 Present
Calton & Associates Tampa FL 07/2024 11/2024
Calton & Associates Tampa FL 11/2024 Present
  • 01/2015 → 08/2020
    Jaipur Golden Transport Company (P) Ltd
    New Delhi
  • 08/2020 → 05/2023
    Babson College
    Wellesley, MA
  • 08/2022 → 05/2023
    Babson College Fund
    Wellesley, MA
  • 06/2023 → Present
    Bahri Capital, Llc
    Miami, FL
  • 01/2024 → Present
    Peakshares, Llc
    Tampa, FL
  • 07/2024 → 11/2024
    Calton & Associates
    Tampa, FL
  • 11/2024 → Present
    Calton & Associates
    Tampa, FL
Other Businesses

1. Bahri Capital, LLC., Investment related, Founder & CEO. 2. PeakShares LLC., Investment related, Co-founder & Co-Portfolio Manager. 3. TenEighteen Capital, LLC., Investment related; CEO & Portfolio Manager.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

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