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Calton & Associates, Inc. CRD 20999
$1.58B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-17 |
Branch Locations
Cape Coral, FL • United States
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
2150 Seven Springs Blvd., Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jule Vera | Opelika | AL | 05/2015 | 10/2018 |
| Bpo Usa, Llc. | Tampa | FL | 10/2018 | 01/2020 |
| Breakthrough Guitar | San Juan | PR | 01/2020 | 01/2022 |
| Elliotrades Youtube | Los Angeles | CA | 01/2022 | 10/2022 |
| Self-Employed | Fort Myers | FL | 10/2022 | 03/2024 |
| Koin Games, Inc. | Tampa | FL | 03/2024 | 01/2026 |
| Calton & Associates, Inc. | Tampa | FL | 02/2026 | Present |
1. Love 1st; Non-investment related; 993 Fish Crow Rd, Sanibel, FL 33957; Collectibles/Marketing Consulting; Owner/Sole Proprietor; Start Date: 7/18/2019; Hours/month: 5; Hours/month during securities trading hours: 0. Duties: Collectible inventory tracking and management. General business upkeep and bookkeeping. Not currently servicing new clients. 2. Koin Games, Inc; Non-investment related; 1070 Montgomery Rd. #2516, Altamonte Springs, FL 37214; Video Game Studio; Employee; Start Date: 2/8/2025; Hours/month: 120; Hours/month during securities trading hours: 80; Duties: Marketing strategy and materials creation. Partnership Relationship Management. 3. Thare Pinball, LLC; Non-Investment related; 610 SE 19th Terr, Cape Coral, FL 33990; Pinball machine amusement routing business; Owner/Sole Proprietor; Start Date: 6/5/2026; Hours/month: 4; Hours/month during securities trading hours: 0. Duties: Placing pinball machines in businesses and providing weekly maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-11 |
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