Best Investors Account Sign in

Daniel William Clements

Calton & Associates, Inc.

Tampa, FL

Ocala, FL

Tampa, FL

Claim This Profile
Current Employers
Calton & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-18
  • FL RA
    APPROVED
    Since 2025-08-18

Branch Locations

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

1333 Se 25Th Loop Suites 101, Ocala, FL 34471 • United States

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
West Port High School Ocala FL 08/2016 05/2020
Florida State University Tallahassee FL 08/2020 08/2023
Rl Global Logistics Ocala FL 05/2021 07/2021
World Equestrian Center Ocala FL 06/2022 08/2022
The University Of Tampa Tampa FL 08/2023 12/2024
Independent Financial Partners Tampa FL 05/2024 08/2024
Swan Financial Ocala FL 10/2024 Present
Calton & Associates, Inc. Tampa FL 04/2025 Present
Calton & Associates, Inc. Tampa FL 08/2025 Present
  • 08/2016 → 05/2020
    West Port High School
    Ocala, FL
  • 08/2020 → 08/2023
    Florida State University
    Tallahassee, FL
  • 05/2021 → 07/2021
    Rl Global Logistics
    Ocala, FL
  • 06/2022 → 08/2022
    World Equestrian Center
    Ocala, FL
  • 08/2023 → 12/2024
    The University Of Tampa
    Tampa, FL
  • 05/2024 → 08/2024
    Independent Financial Partners
    Tampa, FL
  • 10/2024 → Present
    Swan Financial
    Ocala, FL
  • 04/2025 → Present
    Calton & Associates, Inc.
    Tampa, FL
  • 08/2025 → Present
    Calton & Associates, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-14
  • S66 Uniform Combined State Law Examination
    2025-08-14

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor