Wallace Edward Sutton

Current Employers

Employment History

• 01/1990 → 09/2020
  Securities Service Network, Inc.
  Tampa, FL
• 09/2007 → 01/2024
  Sutton Wealth Advisors, Inc.
  Tampa, FL
• 09/2020 → 12/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/1989 → Present
  Sutton Wealth Management, Inc.
  Tampa, FL
• 12/2023 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2007-11-06 → 2024-01-30
  Sutton Wealth Advisors, Inc.
  Tampa, FL
• 2006-04-21 → 2008-09-19
  Barron Asset Management, Inc.
  Tampa, FL
• 1997-01-07 → 2005-12-31
  Barron Asset Management, Inc.
  Tampa, FL

Other Businesses

1. Southerland Investments, Inc., (formally Sutton Wealth Management, Inc.), Start Date: 11/2007, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, S-Corp, Administrative Operations, Owner, Administrative Operations income from sale, paying expenses and tax reporting, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 2. Swann Avenue, LLC., Start Date: 06/26/2014, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, LLC, Real Estate, Partner, Real Estate Investments, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 3. 3708 Swann Professional Building Condo Association, Start Date: 11/2007, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, LLC, Condo Association, Member of Association - Director and Secretary, Quarterly meetings to review finances, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 4. Tigert 2005 Irrevocable Trust, Start Date: 06/28/2005, 4419 W Watrous Ave, Tampa, FL 33629, Trust, Trust, Trustee, Taky any necessary actions as trustee, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 5. Guest Speaker Florida State University, Start Date: 07/2020, 600 West College Ave., Tallahassee, FL 33206, University, University, Guest Speaker, Discuss Investments with Economic Class students, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 6. Gulf 10A, LLC., Start Date: 06/08/2019, 110 Madison Street, Ste. 200, Tampa, FL 33602, LLC, Real Estate, Partner, Real Estate Investments, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 7. Curtis Irrevocable Trust, Start Date: 05/26/1992, 4419 W Watrous Ave., Tampa, FL 33629, Trust, Trust, Trustee, Take any necessary actions as Trustee, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 8. Hunt 2004 Irrevocable Trust, Start Date: 08/25/2004, 4419 W Watrous Ave., Tampa, FL 33629, Trust, Trust, Trustee, Take any necessary actions as Trustee, I have resigned, but they have not replaced me yet as Trustee, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 9. Milling 2014 Irrevocable Trust, Start Date: 01/07/2014, 4419 W Watrous Ave., Tampa, FL 33629, Trust, Trust, Trustee, Take any necessary actions as Trustee, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours. 10. Auriga Management, Inc., (formally Sutton Wealth Advisors, Inc.), Start Date: 11/2007, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, S-Corp, Inactive Investment Advisory Business, Owner, None/Business is inactive, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 11. Cornerstone Wealth Group, LLC., Start Date: 01/01/2024, 3708 West Swann Ave., Ste. 102, Tampa, FL 33609, LLC, Registered Investment Advisor, Meeting with clients to discuss to their financial plans and estate plans, Investment Related, 40 Hours per month, 6.5 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-27

Other Names

• Wallace Edward Sutton
• Edward Wallace Sutton