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Current Employers
Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-09
  • FL RA
    APPROVED
    Since 2024-05-09

Branch Locations

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Tampa FL 07/2023 04/2024
Nike Bloomington MN 03/2016 02/2018
Thirdchannel Boston MA 12/2017 08/2019
Apple Edina MN 04/2018 03/2023
Prescription Landscaping Plymouth MN 05/2020 08/2020
St. Louis Park High School St. Louis Park MN 09/2012 05/2017
Dba. Jack Lynch Tampa FL 06/2023 Present
Calton & Associates, Inc. Tampa FL 05/2024 Present
Calton & Associates, Inc. Tampa FL 06/2024 Present
  • 07/2023 → 04/2024
    Florida Financial Advisors
    Tampa, FL
  • 03/2016 → 02/2018
    Nike
    Bloomington, MN
  • 12/2017 → 08/2019
    Thirdchannel
    Boston, MA
  • 04/2018 → 03/2023
    Apple
    Edina, MN
  • 05/2020 → 08/2020
    Prescription Landscaping
    Plymouth, MN
  • 09/2012 → 05/2017
    St. Louis Park High School
    St. Louis Park, MN
  • 06/2023 → Present
    Dba. Jack Lynch
    Tampa, FL
  • 05/2024 → Present
    Tampa, FL
  • 06/2024 → Present
    Tampa, FL
Previous Registrations
Other Businesses

1. Jack Lynch LLC. Non-Investment Related. Address: 4108 George Rd, Unit 1403, Tampa, FL 33634. Nature of Business: Drone Photography. Position/Title/Relationship: Owner. 06/2023 Hours/month: 10. Hours/month during securities trading hours: 0. Duties: Real Estate Photography and Videography. 2. DBA Jack Lynch. Non-Investment Related. Address: 4108 George Rd, Unit 1403, Tampa, FL 33634. Nature of Business: Fixed Insurance. Position/Title/Relationship: Owner/Sole Proprietor. Start Date: 6/5/2026. Hours/month: 1. Hours/month during securities trading hours: 1. Duties: Fixed life insurance sales.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-06-12
S65 Uniform Investment Adviser Law Examination 2023-06-17
  • S63 Uniform Securities Agent State Law Examination
    2024-06-12
  • S65 Uniform Investment Adviser Law Examination
    2023-06-17

View on SEC IAPD

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