This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MUTUAL TRUST ASSET MGMT., INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 5, 2006earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Exams

S65|S63

First exam

Dec 5, 2006

First registration

Sep 17, 2012

Dual registered

yes, broker-dealer

Other names

THERESA ANN MASTROMARCHI|TERESA MASTROMARCHI|Theresa Ann Dollard|THERESA A DOLLARD

IAPD individual key

2335548

• Occurred

  Jul 22, 2026
  Advisor changed firm

  Theresa A Dollard left Raymond James & Associates, Inc. for Calton & Associates, Inc. (registered 2026-08-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:070a6526-eead-ae42-1fe0-a222446b4063

First observed

Sep 17, 2012

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.