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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
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
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-01 |
Branch Locations
Montgomery, TX • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2014 | 12/2017 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 02/2018 | 07/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 02/2018 | Present |
| Calton & Associates, Inc. | Tampa | FL | 07/2023 | Present |
| Calton & Associates, Inc. | Tampa | FL | 06/2026 | Present |
(1) REYNALDO BATISTA, INDEPENDENT INSURANCE AGENT, 3207 FITZGERALD DRIVE, MONTGOMERY, TX 77356, FIXED INSURANCE, 02-02-2018, 25 TO 30 HOURS PER MONTH, 1 TO 2 HOURS DURING TRADING, LOOK AT ALL OF MY CLIENTS FINANCIAL NEEDS AND PROVIDE THEM OPTIONS OF HOW TO DIVERSIFY THEIR PORTFOLIO EVENTS AND PREPARE THEIR ESTATE PLANNING, FILL GAPS IN MEDICAL WITH LONG TERM CARE (2) CINCINNATUS CAPITAL; INVESTMENT RELATED; 3207 FITZGERALD DRIVE, MONTGOMERY, TX 77356; DBA FOR INDEPENDENT SECURITIES PRACTICE; POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR; START DATE: 6/15/2026; HOURS/MONTH: 160; HOURS/MONTH DURING SECURITIES TRADING HOURS: 130; DUTIES: REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER REPRESENTATIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
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