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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-07-30 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
3061 Allied Street Suite B, Green Bay, WI 54304 • 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Sarasota | FL | 06/2016 | 02/2020 |
| Sarasota Financial Group, Inc. | Bradenton | FL | 02/2002 | Present |
| Cape Securities, Inc. | Mcdonough | GA | 04/2020 | 01/2026 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 04/2020 | 01/2026 |
| Ltc Toolbox | Bradenton | FL | 03/2020 | Present |
ALL OBA'S ARE LOCATED AT 3220 43RD AVE E. BRADENTON, FL 34208 Sarasota Financial Group, Inc. Independent Insurance Agent 2/2002 - Life and Health Agent; Selling fixed indexed annuities, life insurance, long term care, health insurance and supplemental health insurance. 60 Hours/month & 20 Hours/month trading hours. SFG Federal (DBA) 5/2016 - Government Contractor teaching Federal Employees Gov Benefits. 80 hours/month & 20 hours/month trading hours. Sarasota Financial Group - 9/2021 Referral fee introducing commercial real estate developers and owners to commercial lenders, with approximately 2 hours/month no trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-16 |
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