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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-23 |
Branch Locations
3500 Lacey Road Suite 700, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Wealth Management Llc | Naperville | IL | 05/2013 | 09/2019 |
| Calamos Advisors Llc | Naperville | IL | 09/2019 | 02/2024 |
| Calamos Financial Services Llc | Naperville | IL | 08/2021 | 02/2024 |
| Invesco | Downers Grove | IL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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