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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-10 |
Branch Locations
1745 S Alma School Rd Suite 135, Mesa, AZ 85210 • 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Mesa | AZ | 06/2023 | Present |
| Pricewaterhousecoopers Llp | Phoenix | AZ | 08/2013 | 04/2017 |
| Pricewaterhousecoopers Llp | Los Angeles | CA | 05/2017 | 01/2020 |
| Pricewaterhousecoopers Advisory N.V. | Amsterdam | 02/2020 | 01/2022 | |
| Pricewaterhousecoopers Llp | Los Angeles | CA | 02/2022 | 02/2022 |
| Ohrlings Pricewaterhousecoopers Ab | Stockholm | 03/2022 | 06/2023 | |
| Pricewaterhousecoopers Llp | Phoenix | AZ | 07/2023 | 07/2023 |
1) Self/Consultant; Non-investment related; 1745 S Alma School Rd, Mesa, AZ 85210; Consulting on the potential sale of a private business. Provide accounting and M&A consulting to assist sellers on the sale of their business to a third party. Position: Agent; Start date: 4/30/2025; Hours/month: 20; Hours/month during securities trading hours: 5-10; Using my background in M&A consulting and accounting, I will assist sellers in marketing, presenting and selling their business. The business that is potentially being sold is in the health care sector.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-18 |
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