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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 | 2024-11-26 |
Branch Locations
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Mutual Trust Co. Of America Securities | Clearwater | FL | 10/1999 | 10/2024 |
| Mutual Trust Asset Management, Inc. | Clearwater | FL | 05/2008 | Present |
| Calton & Associates, Inc. | Tampa | FL | 10/2024 | Present |
1. US INTREGRITY INC; 3885 39th St South, ST PETERSBURG, FL 33711; PRESIDENT; LIFE AND ANNUITY SALES, ESTATE & RETIREMENT PLANNING, WILL SELL INDEX ANNUITIES IF APPROPRIATE FOR CLIENT; STARTED 12/1998 80 HRS A MONTH/80 HRS MONTH DURING SECURITY TRADING; SALES OF OR REFERRING CUSTOMERS TO OTHERS FOR SALE OF MEDICARE SUPPLEMENTS OR MEDICARE HMO'S.COMMISSIONS GENERATED OR SHARED. ONE HOUR PER MONTH; Ownership & Management of residential real estate 2. MTM, LLC; Non-Investment related; 3885 39th St S, St. Petersburg, FL 33711; Own and operate residential real estate rental; Owner/Sole Proprietor; Start Date: 12/29/2004; Hours/month: 2; Hours/month during securities trading hours: 0; Duties: Collect rents and arrange maintenance & repairs. 3. Marone Central Property, Inc; Non-investment related; 4739 Central Ave, St. Petersburg, FL 33713; Holding company for office condo that I use for advisory business; Owner/Sole Proprietor; Start Date: 10/01/2007; Hours/month: 1; Hours/month during securities trading hours: 1. 4. Kenneth Lake, LLC; Non-Investment related; Address: 4739 Central Avenue, St. Petersburg, FL 33713; Nature: Rental Real Estate; Position/Title/Relationship: Partner; Start Date: 3/16/2026; Hours/month: 0; Hours/month during securities trading hours: 0. Duties: No duties, hiring a professional property management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-14 |
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