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2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-12 |
| IL | RA | APPROVED | 2024-04-25 |
Branch Locations
50 Rockefeller Plaza Suite 1600, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | New York | NY | 11/2006 | 03/2024 |
| Calamos Financial Services Llc | Naperville | IL | 04/2024 | Present |
| Calamos Advisors Llc | Naperville | IL | 04/2024 | Present |
(1) St. William The Abbott Church. Located in Seaford, NY. Finance committee. Review parish finances. 2hrs quarterly devoted to Committee. (2) Vinyl Records (Massapequa, NY); Founder; Non-investment; No financial advice provided; No control over finances; Vinyl Records is a record label; Role: Promotion; Start Date: 10/30/2019; Minimal time devoted to activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-07 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-12 |
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