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2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-23 |
| IL | RA | APPROVED | 2023-09-20 |
Branch Locations
555 California Street #3325, San Francisco, CA 94108 • United States
2020 Calamos Court, Naperville, IL 60563-2787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Draco Capital Holdings, Llc | Shanghai | 12/2009 | 06/2017 | |
| Unemployed | Sarasota | FL | 06/2017 | 04/2018 |
| Morgan Stanley | New York | NY | 04/2018 | 09/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2018 | 09/2020 |
| Lido Advisors, Llc | Manhattan | NY | 09/2020 | 08/2023 |
| Idb Lido Welath, Llc | New York | NY | 04/2023 | 08/2023 |
| Calamos Wealth Management Llc | Naperville | IL | 09/2023 | Present |
1.AIM Holdings, LLC; Investment related - No; Private Company; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2011; During business hours: 0; After business hours: 0 2.Draco Capital Holdings, LLC; Investment related - No; Private Company; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2010; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-21 |
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