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2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-07 |
| NY | RA | APPROVED | 2023-06-30 |
Branch Locations
2020 Calamos Court, Naperville, IL 60563-2787 • United States
50 Rockefeller Plaza #1600, New York, NY 10020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | New York | NY | 06/2016 | 08/2019 |
| M&T Securities, Inc. | New York | NY | 06/2016 | 08/2019 |
| Northcoast Asset Management | Greenwich | CT | 08/2019 | 10/2021 |
| Quasar Distributors, Llc | Milwaukee | WI | 09/2019 | 06/2023 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2023 |
| Calamos Wealth Management Llc | Naperville | IL | 06/2023 | Present |
| Calamos Financial Services Llc | Naperville | IL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-26 |
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