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Current Employers
Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-25

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

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-30
  • FL RA
    APPROVED
    Since 2026-04-30

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Capital Markets Llc Atlanta GA 07/2022 12/2022
Charles Schwab & Co., Inc. Orlando FL 01/2023 08/2026
Full Time Education Tallahassee FL 01/2018 06/2022
Garden Hills Pool Atlanta GA 05/2015 09/2018
Calton & Associates, Inc. Tampa FL 08/2026 Present
  • 07/2022 → 12/2022
    Core Capital Markets Llc
    Atlanta, GA
  • 01/2023 → 08/2026
    Orlando, FL
  • 01/2018 → 06/2022
    Full Time Education
    Tallahassee, FL
  • 05/2015 → 09/2018
    Garden Hills Pool
    Atlanta, GA
  • 08/2026 → Present
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29

View on SEC IAPD

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