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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-04-01 |
Branch Locations
2505 Portland Rd Suite 108, Newburg, OR 97132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chartwell Financial Advisory, Inc. | Portland | OR | 01/2014 | 06/2017 |
| Mac Eghlidi Insurance | Newberg | OR | 06/2017 | 10/2019 |
| Calton & Associates, Inc. | Newburg | OR | 10/2019 | Present |
1) Patrick Hazard Eghlidi. Non-Investment. 2505 Portland RD Suite 108 Newburg OR, 97132. Nature of Business: Life & Long-term care insurance. Title: Licensed Insurance Producer. Start Date: 07/20/2020. Hours Per Month: 10-15 Minutes of an 8-hour day. Duties: Connecting clients with insurance products to high quality insurers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-12 |
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