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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 | 2006-02-06 |
Branch Locations
San Antonio, TX • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 02/1995 | 06/2023 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay | TX | 01/2006 | Present |
| Calton & Associates, Inc. | Marble Falls | TX | 07/2023 | Present |
1) House 918, Non-investment related, 919 Arizona Ash, San Antonio, TX 78232, I own and rent out the house across the street from my home, Owner/Sole Proprietor, Started 4/17/2000, 1 Hour/month, 0 Hours during securities trading hours, My daughter is my tenant and she takes care of everything concerning the house; 2) Bexar Audubon Society, Non-investment related, P.O. Box 6084, Alamo Heights, TX 78209, Treasurer for the Bexar Audubon Society, Officer, Started 08/01/2023, 6 Hours/month, 0 Hours during securities trading hours, As treasurer for the non-profit, I maintain records of donations and fundraising events and write checks for expenditures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-02 |
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