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5494 Lake Howell Rd, Winter Park, FL 32792 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doral Academy Preparatory School | Doral | FL | 02/2015 | 05/2020 |
| Florida International University | Miami | FL | 06/2020 | 08/2021 |
| University Of Central Florida | Orlando | FL | 08/2021 | 05/2024 |
| Edwards Financial Services | Winter Park | FL | 02/2022 | Present |
| Calton & Associates, Inc. | Tampa | FL | 04/2025 | Present |
| Edwards Financial Services Inc. | Winter Park | FL | 04/2025 | Present |
Insurance Agent; Position: Investment Advisor Representative; Investment related: No; Location: 5494 Lake Howell Rd Winter Park FL 32792-1034; Start date: 2026-01-05; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-21 |
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