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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 | 2015-02-23 |
Branch Locations
5889 S. Williamson Blvd. Ste 1413, Port Orange, FL 32128 • United States
1333 Se 25Th Loop Suites 101, Ocala, FL 34471 • 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
510 County Road 466 Suite 207 C, Lady Lake, FL 32159 • United States
4754 North 9Th Ave, Pensacola, FL 32503 • United States
303 Happy Valley Rd, Glasgow, KY 42141 • United States
8780 Seminole Blvd Suite P, Seminole, FL 33772 • 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Ocala | FL | 02/2015 | Present |
1) SWAN Financial Services. Investment related. Address: 1333 SE 25th Loop, Suite 101, Ocala, FL 34471. Nature of Business: DBA Financial Services. Position/Title/Relationship: Owner. Start Date: 08/02/210. Hours per month: 160. Hours per month during Securities trading hours: 160. Duties/Responsibilities: Offer investment advice. 2) Swan Financial Services. Investment related. Nature of the Business: Rent Agreement, Rent Contract, Trustee. Title: Owner. Start Date: 06/03/2020. Hours Per Month: 0. Duties: Pay Rent. 3) lease, Is Not Investment Related Nature of business: Lease, Start Date: 2020-07-01,0 hours per month,0 hours per month during trading hours, No Compensation. it's just a lease. 4) Till You Can't Real Estate LLC, Non-Investment related. Nature of Business: Property Management Company Position: Owner. Start Date: 06/14/2023. Hours per month: 0 Hours per month during trading hours: 1. Duties/Responsibilities: Make sure the property management company does its job 5) Viking F Construction. Non-investment related. 2465 SW 90th Street, Ocala, FL 34476. Building Homes. Position: Director. Start Date: 12/01/2024. Hours/month: 5. Hours/month during securities trading hours: 0. Will provide financing to a partner company building homes and will split the profits 50% with that company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-16 |
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