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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-21 |
Branch Locations
5300 W Atlantic Ave Ste 502, Delray Beach, FL 33484 • United States
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winn Dixie | New Port Richey | FL | 03/2017 | 08/2021 |
| Winn Dixie | Orlando | FL | 08/2021 | 02/2024 |
| River Ridge High School | New Port Richey | FL | 08/2015 | 03/2017 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 02/2024 | 03/2025 |
| Calton & Associates, Inc. | Tampa | FL | 03/2025 | Present |
1 -- DBA Business Name: LOGGERHEAD WEALTH MANAGEMENT. POSITION: Registered Representative. NATURE: DBA/Financial Services/Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80. START DATE: 02/19/2024. ADDRESS: 5300 W Atlantic Ave, Ste 502, Delray Beach FL 33484, United States DESCRIPTION: DBA; Life Insurance sales to customers; and financial services. 2 -- 401K HELP DESK LLC Is Not Investment Related, 1130 Sugar Sands Blvd. #192, Singer Island, FL, 33404, United States, 5500 Database Search Engine, Marketing Support, 6/18/2024, 10 hours per month, 10 hours per month during trading hours, Hourly Compensation, Assist 401k Help Desk LLC in providing zoom demos of ERISApedia's 5500 database. Other duties will include calling on advisors to set appointments for the zoom demos.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-07 |
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