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2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-06-10 |
Branch Locations
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Montpelier | VT | 07/1993 | Present |
| Equity Services, Inc. | Chicago | IL | 07/1993 | 01/2019 |
| Xceed Capital Management, Llc | Skokie | IL | 01/2019 | 02/2019 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 02/2019 | 06/2023 |
| Calton & Associates, Inc. | Marble Falls | TX | 07/2023 | Present |
| Dominion Portfolio Management, Inc. | Marble Falls | TX | 05/2019 | Present |
(1) PROPRIETOR,513 VERDE DRIVE, SCHAUMBURG,IL 60173, INVESTMENT RELATED, RENTAL REAL ESTATE, 9/92-PRESENT, HOURS/MONTH, NOT DURING TRADING HOURS. (2) PROPRIETOR, 624 E. GRANVILLE AVENUE, ROSELLE IL 60172, INVESTMENT RELATED, RENTAL PROPERTY, LANDLORD, 11/2012 TO PRESENT, 2 HOURS/MONTH, NOT DURING TRADE HOURS (3) AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, DISABILITY AND HEALTH INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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