Michael Levi Calkins

Current Employers

Employment History

• 01/2010 → 05/2025
  Grove Point Investments, Llc.
  Rockville, MD
• 11/2011 → Present
  Laguna Financial Advisory
  Laguna, CA
• 05/2025 → Present
  Lpl Financial Llc
  Laguna Hills, CA

Previous Registrations

• 2010-01-27 → 2012-07-25
  Grove Point Investments, Llc
  Laguna Hills, CA
• 2008-09-18 → 2010-01-28
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  Burbank, CA
  Anaheim, CA

Other Businesses

1- 05/2025 - South Mission Viejo Little League - Coach/ Sports/ Fitness - Not Investment Related - Mission Viejo, CA - Start Date 06/01/2021- 20 hours per month/ 0 hours during trading 2- 05/2025 - Laguna Financial Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2010- 5 hours per month/ during trading 3- 05/2025 - Laguna Financial Advisory - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2011- 150 hours per month/ during trading - I provide investment advisory services through Laguna Financial Advisory, an independent investment advisor firm. I started this business activity in 01/2011. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-17