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Theresa A Dollard

Mutual Trust Asset Mgmt., Inc.

Tampa, FL

Calton & Associates, Inc.

Tampa, FL

Tampa, FL

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Current Employers
Mutual Trust Asset Mgmt., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-19
  • FL RA
    APPROVED
    Since 2026-08-19

Branch Locations

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

Calton & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-04
  • FL RA
    APPROVED
    Since 2026-08-04

Branch Locations

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • UNITED STATES

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • 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
Valic Financial Advisors, Inc Tampa FL 06/2011 10/2016
Raymond James & Associates, Inc Saint Petersburg FL 10/2016 07/2026
Raymond James Financial Services, Inc. Saint Petersburg FL 02/2019 07/2026
The Local Draught House Oldsmar FL 06/2023 10/2023
Calton & Associates, Inc. Tampa FL 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-11
S63 Uniform Securities Agent State Law Examination 2006-12-05
  • S65 Uniform Investment Adviser Law Examination
    2012-08-11
  • S63 Uniform Securities Agent State Law Examination
    2006-12-05
Other Names
  • Theresa Ann Mastromarchi
  • Teresa Mastromarchi
  • Theresa Ann Dollard
  • Theresa A Dollard

View on SEC IAPD

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