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Current Employers
Calton & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-30
  • IN RA
    APPROVED
    Since 2026-06-30

Branch Locations

809 12Th Street Suite C3 - B & C, Marble Falls, TX 78654 • United States

Fishers, IN • 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
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
  • 11/2024 → Present
    Beyond Finance
    Chicago, IL
  • 11/2023 → 11/2024
    Dish Network
    Littleton, CO
  • 07/2022 → 11/2023
    Stations Casinos
    Las Vegas, NV
  • 01/2022 → 05/2022
    College Nannies & Tutors
    Ann Arbor, MI
  • 08/2018 → 05/2022
    University Of Michigan
    Ann Arbor, MI
  • 05/2021 → 08/2021
    Nielsen
    West Olive, MI
  • 05/2020 → 05/2021
    State Farm
    Lansing, MI
  • 02/2019 → 04/2020
    University Of Michigan Telefund
    Ann Arbor, MI
  • 05/2019 → 08/2019
    Nicolai Diamant
    Grand Rapids, MI
  • 05/2018 → 08/2018
    D&W Fresh Market
    Grand Haven, MI
  • 11/2017 → 03/2018
    Shipt
    Grand Haven, MI
  • 05/2017 → 08/2017
    Subway
    Grand Haven, MI
  • 08/2016 → 06/2018
    Grand Haven High School
    Grand Haven, MI
  • 02/2026 → 06/2026
    Tampa, FL
  • 06/2026 → Present
    Tampa, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-10
  • S66 Uniform Combined State Law Examination
    2026-04-10

View on SEC IAPD

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