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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 | 2002-09-09 |
Branch Locations
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
St Petersburg, FL • 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 |
|---|---|---|---|---|
| Mutual Trust Co. Of America Securities | Clearwater | FL | 01/1986 | 09/2024 |
| Mutual Trust Asset Management, Inc | Tampa | FL | 03/1989 | Present |
| Calton & Associates, Inc. | Tampa | FL | 10/2024 | Present |
1. I AM DIRECTOR OF PRINCIPAL DERIVATIVES, LLC. DTD 9/8/04 546 16th AVE NE, ST. PETERSBURG,FL 34704 NON-INVESTMENT RELATED 1HR DEVOTED TO THIS BUSINESS PER MONTH 2. PRESIDENT, MUTUAL TRUST FINANCIAL SERVICES, DTD 9/3/99 NON-INVESTMENT RELATED SELLS FIXED LIFE AND ANNUITIES. LOCATED 546 16th AVE NE, ST, PETERSBURG, FL 34704, 1 HR PER MONTH DEVOTED TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-03-05 |
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