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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-02-29 |
| PA | RA | APPROVED | 2009-06-30 |
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
28059 Us Hwy 19N Suite 300A, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calton & Associates, Inc. | Tampa | FL | 06/2009 | Present |
No. 1) Name of Business: Advanced Retirement Planning, Inc. Non-Investment related. Address: 673-A W. Lumsden Rd., Brandon, FL 33511. Nature of Business: DBA for Fixed and Traditional Insurance Sales. Position/Title/Relationship: Owner. Start Date: 01/2007. Hours per month: 20. Hours per month during Securities trading hours: 50. Duties/Responsibilities: Fixed insurance annuities, LTC, and Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-28 |
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