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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 | 2016-03-01 |
Branch Locations
307 Fellowship Road Suite 202-A, Mount Laurel, NJ 08054 • 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
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 |
|---|---|---|---|---|
| Myers & Company | Mt. Laurel | NJ | 08/2008 | Present |
| Calton & Associates, Inc. | Tampa | FL | 02/2016 | Present |
No. 1) Name of Business: Myers & Co. Investment related. Address: 307 Fellowship Rd. Suite 202, Mount Laurel, NJ 08054. Nature of Business: Financial Advisor. Position/Title/Relationship: Owner. Start Date: 02/2016. Hours per month: 160. Hours per month during Securities trading hours: 160. Duties/Responsibilities: Financial Advisor with Calton & Associates with a DBA of Myers & Co. No. 2) Name of Business: Exit Planning Exchange Philadelphia. Non-Investment related. Address: P.O. Box 305 Winchester, MA 01890. Nature of Business: Networking. Position/Title/Relationship: Board Member. Start Date: 02/2016. Hours per month: 2. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Plan the Christmas party, and networking. No. 3) Name of Business: Union League of Philadelphia. Non-Investment related. Address: Sansom Street & Broad Street, Philadelphia, PA 19109. Nature of Business: Committee Member. Position/Title/Relationship: Member. Start Date: 02/2016. Hours per month: 2. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Review asset allocation only. No authority to act on. No business products or services offered. No. 4) Name of Business: Mount America Foundation. Non-Investment related. Address: PO Box 521 30 Grey Horse Farm Rd., Nottingham, PA 19362. Nature of Business: Honoring the fallen, Healing veterans and military families. Building future leaders. Position/Title/Relationship: Advisory Council. Start Date: 09/21/2020. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Attend events time to time. Memorial Day and 4th of July. No duties or responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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