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2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-05-31 |
Branch Locations
615 Sw 8Th Avenue, Amarillo, TX 79101 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boyd Agency/Boyd Financial Services | Amarillo | TX | 05/1985 | Present |
| Dominion Investor Services, Inc. | Amarillo | TX | 01/1995 | 06/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 01/2011 | Present |
| Calton & Associates, Inc. | Amarillo | TX | 07/2023 | Present |
(1) 1/2 shareholder in The Boyd Agency, Inc, which offers traditional life, fixed annuities and disability insurance; (2) l/2 shareholder in Six-Fifteen Properties, LLC, an entity that owns our office building. We occupy 1/2 and have renters in the other half. It also holds a first lien mortgage deed on another commercial property; (3) 1 of 2 members of Bell and Boyd Agency, LLC, an entity that offers medicare supplements, medicare advantage, prescription drug plans and other senior insurance products. The shareholders/members of these entities are Don Edward Boyd and John Ernest Boyd; (4)Take Aim Shooting Complex, LLC, not investment related, 5919 Hillside Road, Amarillo, TX 79109. Indoor shooting range, 8% ownership interest with no management responsibilities or time requirements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
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