Maverick Wade Calton

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 08/2021
  Kroger
  Bellefontaine, OH
• 05/2019 → 01/2022
  Chipotle Mexican Grill
  Bellefontaine, OH
• 10/2021 → 04/2022
  Lowes
  Bellefontaine, OH
• 06/2017 → 08/2024
  Paul's Catering
  Urbana, OH
• 08/2022 → 05/2024
  Menards
  Findlay, OH
• 10/2024 → Present
  Money Concepts Advisory Services
  Palm Beach Gardens, FL
• 05/2014 → 05/2020
  School
  Bellefontaine, OH
• 05/2020 → 08/2024
  College
  Findlay, OH
• 01/2025 → Present
  Dodds Wealth Advisors Llc
  Bellefontaine, OH

Other Businesses

(1) Dodds Wealth Advisors LLC. Administrative support since 1/2025 . Non- Investment-related. 145 South Main Street 2nd Floor, Bellefontaine, Ohio 43311. Start date - 5/20/2024. Hours/month- 160. Hours/month during trading hours - 130. Duties: Phone calls, scheduling reviews, completing documentation checklists, writing meeting notes from client reviews, communicating with clients, attending client meetings, and completing tasks for the Tailwind Network.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-03