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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-30 |
Branch Locations
809 12Th Street Suite C3 - B & C, Marble Falls, TX 78654 • United States
Fishers, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beyond Finance | Chicago | IL | 11/2024 | Present |
| Dish Network | Littleton | CO | 11/2023 | 11/2024 |
| Stations Casinos | Las Vegas | NV | 07/2022 | 11/2023 |
| College Nannies & Tutors | Ann Arbor | MI | 01/2022 | 05/2022 |
| University Of Michigan | Ann Arbor | MI | 08/2018 | 05/2022 |
| Nielsen | West Olive | MI | 05/2021 | 08/2021 |
| State Farm | Lansing | MI | 05/2020 | 05/2021 |
| University Of Michigan Telefund | Ann Arbor | MI | 02/2019 | 04/2020 |
| Nicolai Diamant | Grand Rapids | MI | 05/2019 | 08/2019 |
| D&W Fresh Market | Grand Haven | MI | 05/2018 | 08/2018 |
| Shipt | Grand Haven | MI | 11/2017 | 03/2018 |
| Subway | Grand Haven | MI | 05/2017 | 08/2017 |
| Grand Haven High School | Grand Haven | MI | 08/2016 | 06/2018 |
| Calton & Associates Inc. | Tampa | FL | 02/2026 | 06/2026 |
| Calton & Associates, Inc. | Tampa | FL | 06/2026 | Present |
Name of Business: Beyond Finance. Non-Investment related. Address: 222 N La Salle St, Ste 1600, Chicago, IL 60601. Nature of Business: Financial Analyst. Position/Title/Relationship: Employee. Start Date: 11/04/2024. Hours per month: 160. Hours per month during Securities trading hours: 130. Duties/Responsibilities: Part of the internal corporate FP&A and work on forecasting, variance analysis, budgeting, and other general corporate finance tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-10 |
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