Mary Elizabeth Mcalpine

Current Employers

Employment History

• 06/2005 → Present
  Mcalpine Acctg & Tax Service Llc
  Ponte Vedra, FL
• 12/2005 → Present
  Mary Or John Mcalpine
  Ponte Vedra, FL
• 06/2008 → 10/2019
  H.D. Vest
  Ponte Verde, FL
• 02/2013 → 10/2019
  H.D. Vest Advisory Services
  Ponte Vedra, FL
• 10/2019 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2013-03-19 → 2019-10-18
  Avantax Advisory Services
  Ponte Vedra, FL

Other Businesses

1.) Name of Business: Mary Elizabeth McAlpine. Non-Investment related. Address: 1012 Dunstable Ln, Ponte Vedra, FL 32081. Nature of Business: Quotes for life, annuities, health and Medicare policies. Position/Title/Relationship: Agent. Start Date: 08/11/2009. Hours per month: 2. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Assist clients with life, annuities, health and Medicare insurance. Get quotes/illustrations, present the same, take applications and submit with payment as needed. 2.) Name of Business: McAlpine Accounting and Tax Service, LLC. Non-Investment related. Address: 1012 Dunstable Ln, Ponte Vedra, FL 32081. Nature of Business: Accounting and Tax services for individuals and small businesses. Position/Title/Relationship: Owner. Start Date: 06/10/2005. Hours per month: 170. Hours per month during Securities trading hours: 140. Duties/Responsibilities: Perform all aspects of accounting including client write up, bill paying, advising, and etc. Tax preparations for all forms of businesses, trusts, and individuals. I'm the owner and senior accountant. I supervise family members who assist. 3.) Name of Business: John M or Mary E McAlpine. Non-Investment related. Address: 1012 Dunstable Ln, Ponte Vedra, FL 32081. Nature of Business: Rental Property. Position/Title/Relationship: Jointly owned with my husband. Start Date: 12/01/2005. Hours per month: 1. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Collect rents, maintain property and tax preparation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-26
• S63 Uniform Securities Agent State Law Examination
  2008-08-13