Kenneth Aquilla Calhoun

280 Miron Drive, Southlake, TX 76092 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments Institutional Services Company, Inc.	Westlake	TX	04/2013	11/2016
T. Rowe Price Investment Services, Inc.	Colorado Springs	CO	11/2016	10/2018
United Capital Financial Advisers Llc	Newport Beach	CA	12/2018	04/2022
J.P. Morgan Chase Bank, N.A.	Dallas	TX	05/2022	10/2023
Goldman Sachs Personal Financial Management	Irving	TX	03/2019	05/2022
J.P. Morgan Securities Llc	Dallas	TX	10/2022	10/2023
Openair Financial, Llc	Southlake	TX	10/2022	Present

04/2013 → 11/2016

Fidelity Investments Institutional Services Company, Inc.

Westlake, TX
11/2016 → 10/2018

T. Rowe Price Investment Services, Inc.

Colorado Springs, CO
12/2018 → 04/2022

United Capital Financial Advisers Llc

Newport Beach, CA
05/2022 → 10/2023

J.P. Morgan Chase Bank, N.A.

Dallas, TX
03/2019 → 05/2022

Goldman Sachs Personal Financial Management

Irving, TX
10/2022 → 10/2023

J.P. Morgan Securities Llc

Dallas, TX
10/2022 → Present

Openair Financial, Llc

Southlake, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-02-23

Other Firms