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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-10 |
Branch Locations
Bellingham, WA • United States
929 108Th Ave Ne Suite 720, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 06/2006 | 02/2020 |
| Calamos Advisors Llc | Naperville | IL | 06/2006 | 02/2020 |
| Heritage Bank | Bellingham | WA | 12/2021 | 04/2024 |
| Hennion & Walsh, Inc | Parsippany | NJ | 12/2024 | 10/2025 |
| Unemployed | Ataseadero | CA | 03/2020 | 03/2020 |
| Dynasty Financial | San Diego | CA | 04/2020 | 09/2021 |
| Unemployed | San Deigo | CA | 10/2021 | 11/2021 |
| Hennion & Walsh Asset Management, Inc. | Parsippany | NJ | 12/2024 | 10/2025 |
| Cetera Investment Advisers Llc | Bellingham | WA | 12/2021 | 04/2024 |
| Cetera Investment Services Llc | Bellingham | WA | 12/2021 | 04/2024 |
| Tiaa | Bellevue | WA | 10/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Bellevue | WA | 10/2025 | Present |
| Unemployed | Bellingham | WA | 05/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-11 |
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