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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
| GA | RA | APPROVED | 2026-07-14 |
Branch Locations
1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Tampa, 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Tampa | FL | 02/2016 | 02/2018 |
| Independent Financial Partners | Tampa | FL | 03/2016 | 02/2018 |
| World Equity Group | Arlington Heights | IL | 03/2018 | 10/2019 |
| Edwin Watts Golf | Tampa | FL | 10/2019 | 09/2020 |
| American United Life | Tampa | FL | 08/2020 | 01/2021 |
| Oneamerica Securities | Tampa | FL | 09/2020 | 01/2021 |
| Ameriprise Financial Services, Llc | Sarasota | FL | 01/2021 | 05/2021 |
| Calton & Associates, Inc. | Tampa | FL | 05/2021 | 11/2023 |
| Lincoln Investment | Fort Washington | PA | 11/2025 | 06/2026 |
| Retired | Tampa | FL | 11/2023 | 11/2025 |
| American Global Wealth Management | Mcdonough | GA | 07/2026 | Present |
| Cape Investment Advisory | Mcdonough | GA | 07/2026 | Present |
Fixed life, health, and annuity sales; Investment Related: Yes; Address: 4727 Whispering Wind Ave, Tampa, FL 33614 ; Nature: Insurance sales; Title: Insurance Producer; Start: 07/08/2026; 1; 1; Duties: Sales of fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-14 |
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