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2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-13 |
Branch Locations
2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States
740 West 500 South Suite #1, West Bountiful, UT 84087 • United States
112 West Main Suite 206, Rigby, ID 83442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Byu - Idaho | Rexburg | ID | 01/2014 | 12/2019 |
| Evo Alarm Llc | Rexburg | ID | 01/2017 | Present |
| Calton & Associates, Inc. | Tampa | FL | 05/2024 | Present |
| Calton & Associates, Inc. | Tampa | FL | 05/2025 | Present |
1. Dayton LLC; Non-investment related; Address: 1186 Torrey Ln, Rexburg, ID 83440; Nature of Business: I sell alarm systems door to door for Brinks Home Security; Position/Title/Relationship: Owner/Sole Proprietor; Start date: 3/1/2017; Hours/month: 25; Hours/month during securities trading hours: 0. Duties: As a salesman, I present security products such as burglar monitoring equipment, smoke/fire detection equipment and video monitoring. 2. Bogey Bros LLC; Non-investment related; Address: 1092 Cypress Loop, Rexburg, ID 83440; Nature of business: Rental properties; Position/Title/Relationship: Partner; Start Date: 9/1/2019; Hours/month: 3; Hours/month during securities trading hours: 0. Duties: I co-manage 2 rental properties. 3. Otis House LLC; Non-investment related; Address: 1186 Torrey Ln, Rexburg, ID 83440; Nature of business: Rental properties; Position/Title/Relationship: Owner/Sole Proprietor; Start Date: 3/1/2023; Hours/month: 3; Hours/month during securities trading hours: 0. Duties: I co-manage 2 rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-23 |
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