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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Calton & Associates, Inc | Holmdel | NJ | 08/2012 | Present |
| Rmr Wealth Builders, Inc. | Montclair | NJ | 08/2022 | 12/2022 |
No. 1) Name of Business: Weichert Realtors. Non-Investment related. Address: 43 East Main Street, Holmdel, NJ 07733. Nature of Business: Residential and commercial real estate sales and rentals. Position/Title/Relationship: Agent. Hours per month: 20. Hours per month during Securities trading hours: 5%. Duties/Responsibilities: Obtain listings and close real estate sales/rentals individually or with partner. No. 2) Name of Business: Independent Insurance Agent - Various Companies. Non-Investment related. Address: 22 S Holmdel Road, Suite 7, Holmdel, NJ 07733. Nature of Business: Insurance. Position/Title/Relationship: Agent. Hours per month: 5. Hours per month during Securities trading hours: 80. Duties/Responsibilities: Insurance, representative - Sells fixed insurance products: Life, Health, Disability, and Long Term Care. No. 3) Name of Business: Michael Brennan, LLC. Investment related. Address: 22 S Holmdel Rd., Suite 7, Holmdel, NJ 07733. Nature of Business: Financial Services. Position/Title/Relationship: Owner. Hours per month: 160. Hours per month during Securities trading hours: 160. No. 4) Name of Business: MC Fullbright and Company, LLC. Non-Investment related. Address: 22 S Holmdel Rd., Suite 7, Holmdel, NJ 07733. Nature of Business: Collects rent for lease of office buildings, collects money for bills and pays to landlord, and utility companies; assist small business with setting up management and/or financial systems. Position/Title/Relationship: Management Consultant. Duties/Responsibilities: Collects rent for lease of office buildings, collects money for bills and pays to landlord, and utility companies; assist small business with setting up management and/or financial systems.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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