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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 | 2004-03-12 |
Branch Locations
838 East Cherry Street Suite One, Vineland, NJ 08360-4712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed - Jerry Everwine | Harrisonville | NJ | 01/1989 | Present |
| Calton & Associates, Inc. | Vineland | NJ | 01/2004 | Present |
No. 1) Name of Business: Strategic Tax Planning. Non-Investment related. Address: 838 East Cherry St., PO Box 459, Vineland, NJ 08362. Nature of Business: Income Tax Preparation. Position/Title/Relationship: Associate tax preparer. Hours per month: 3hrs per day for 3 months. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Prepare IRS form 1040, 706, 709, and trust tax form for submission to IRS. No. 2) Name of Business: Jerry Everwine Insurance Services. Non-Investment related. Address: 838 East Cherry St., PO Box 459, Vineland, NJ 08362. Nature of Business: Sale of Life Insurance and related products. Position/Title/Relationship: Owner. Hours per month: 4. Hours per month during Securities trading hours: 1%. Duties/Responsibilities: Sale of life insurance, health insurance, and long term care. No. 3) Name of Business: Rental Property. Investment related. Address: 20 Main St., PO Box 224, Harrison. Nature of Business: Rental property, single family residential. Position/Title/Relationship: Partner. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Provide housing for a family. I collect the rent, hire repair people if necessary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-20 |
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