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Advisor at CORE WEALTH ADVISORS, INC.
LAKELAND, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CORE WEALTH ADVISORS, INC. | Independent wealth | Mar 12, 2015 | n/a | yes | LAKELAND, FL | Current employment |
| CALTON & ASSOCIATES, INC. | Independent wealth | Nov 19, 2013 | Mar 31, 2015 | no | LAKELAND, FL|TAMPA, FL | Previous registration |
| WALL ADVISORS, INC. | Former SEC adviser | Mar 11, 2004 | Nov 20, 2013 | no | LAKELAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALTON & ASSOCIATES, INC. | CORE WEALTH ADVISORS, INC. | Mar 31, 2015 | Mar 12, 2015 | -19 | Firm change | Other |
| WALL ADVISORS, INC. | CALTON & ASSOCIATES, INC. | Nov 20, 2013 | Nov 19, 2013 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20999:174386:FL:2015-03-31 | Mar 31, 2015 | Mar 12, 2015 | TAMPA, FL | Firm change |