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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Services, Inc. | Boise | ID | 03/2007 | 07/2019 |
| Calton & Associates, Inc. | Boise | ID | 07/2019 | Present |
FIXED INSURANCE SALES THROUGH VARIOUS INSURANCE COMPANIES. EX: PENN MUTUAL LIFE, GENWORTH/1ST COLONY LIFE, JACKSON NATIONAL LIFE, TWG/CNA LTC & BISYS INSURANCE SERVICES.DBA INVESTMENT PLANNING SERVICES, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-05 |
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