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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 | 2017-05-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Coast Financial Of Central Florida | Orlando | FL | 01/2007 | Present |
| Ameritas Investment Corp | Lincoln | NE | 03/2015 | 04/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2015 | 04/2017 |
| Calton & Associates, Inc. | Gotha | FL | 04/2017 | Present |
1) East Coast Financial of Central FL,Is not Investment Related, 10413 Windermere Chase Blvd. Gotha, FL , Owner/ Advisor, full time , 07/03/2017100 hours per month during trading hours, Commission Compensation, retirement planning and insurance services. 2) Windermere Chase Home owners Association. Non-Investment related. 10413 Windermere Chase Blvd Botha Fl, 34734. Nature of Business: Home owner association, Safety for the neighborhood. Title: Vice President/Officer. Start Date: 11/09/2018. Hours Per Month: 4 Hours. Duties: Meetings about the community about the roads, front entrance and gate services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-24 |
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