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Michael Anthony Calabrese

LPl Financial LLC

Annapolis, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2020-04-30
  • MD RA
    APPROVED
    Since 2020-04-30

Branch Locations

2661 Riva Rd, Bldg 300 Ste. 340, Annapolis, MD 21401 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Severn Financial Solutions, Llc Annapolis MD 05/2008 Present
Severn Financial Solutions, Llc Annapolis MD 05/2008 04/2020
Severn Financial Solutions, Llc. Annapolis MD 05/2008 04/2020
Severn Financial Solutions, Llc Annapolis MD 05/2008 04/2020
Independent Financial Group Annapolis MD 07/2016 04/2020
Lpl Financial Llc Annapolis MD 04/2020 Present
  • 05/2008 → Present
    Severn Financial Solutions, Llc
    Annapolis, MD
  • 05/2008 → 04/2020
    Severn Financial Solutions, Llc
    Annapolis, MD
  • 05/2008 → 04/2020
    Severn Financial Solutions, Llc.
    Annapolis, MD
  • 05/2008 → 04/2020
    Severn Financial Solutions, Llc
    Annapolis, MD
  • 07/2016 → 04/2020
    Independent Financial Group
    Annapolis, MD
  • 04/2020 → Present
    Annapolis, MD
Previous Registrations
  • 2016-07-15 → 2020-04-30
    Davidsonville, MD
    San Diego, CA
    Davidsonville, MD
    Annapolis, MD
  • 2009-12-07 → 2016-07-15
    Grove Point Investments, Llc
    Davidsonville, MD
    Myrtle Beach, SC
  • 2008-05-22 → 2009-12-07
    Medallion Advisory Services, Llc
    Arnold, MD
  • 2007-06-05 → 2008-05-19
    Ifs Investors Services Inc
    Bowie, MD
  • 2007-05-16 → 2007-06-04
    Fsc Securities Corporation
    Bowie , MD
    Bowie, MD
Other Businesses

1) 04/30/2020 - Severn Financial Solutions, LLC - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 05/27/2008 2) 04/30/2020 - Real Estate Rental - Owner - Annapolis, MD - start: 10/15/15 3 04/30/2020 - Severn Financial Solutions, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/27/2008 4) 06/30/2021 - Calabrese Investments, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 6/21/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 5) 07/12/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public- Start Date: 4/30/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 6) 08/30/2024 - Real Estate Rental - Investment Related - Marco Island, FL - Start Date 09/09/2024 - 0 Hours Per Month/ During Trading 7) 11/14/2024 - Chesapeake Tram and Waterfront Services, LLC - Business Owner - Not Investment Related - Arnold and Annapolis, MD - Start Date 11/01/2024 - 2 Hours Per Month/ 0 Hours During Trading 8) 09/11/2025 - Severn Breeze Properties, LLC - Real Estate Rental - Arnold, MD - Inv Rel - Start date:10/01/2025 1 hrs/mnth 0Hours During Trading 9) 06/11/2026 - Palmetto Breeze Ventures, LLC - Real Estate Rental - Investment Related - Greenville, SC - Start Date 06/09/2026 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-07-20
  • S63 Uniform Securities Agent State Law Examination
    2004-07-20
Designations

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