Donald Rex Calvert

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Billings, MT
• 01/2011 → 09/2020
  Wells Fargo Clearing Services, Llc
  Billings, MT
• 09/2020 → 02/2026
  U.S. Bancorp Investments, Inc.
  Cheyenne, WY
• 02/2026 → 06/2026
  U.S. Bancorp Advisors, Llc
  Cheyenne, WY
• 06/2026 → Present
  Raymond James Financial Services, Inc.
  Cheyenne, WY
• 06/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Cheyenne, WY
• 06/2026 → Present
  Fnbo
  Cheyenne, WY

Previous Registrations

• 2026-02-13 → 2026-06-16
  U.S. Bancorp Advisors, Llc
  Laramie, WY
  Sheridan, WY
  Cody, WY
  Cheyenne, WY
  Cheyenne, WY
  Scottsbluff, NE
  Casper, WY
• 2020-09-24 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Torrington, WY
  Sheridan, WY
  Torrington, WY
  Cheyenne, WY
  Scottsbluff, NE
  Cheyenne, WY
  Cody, WY
  Casper, WY
  Gering, NE
  Laramie, WY
  Park City, UT
  Green River, WY
  Hurricane, UT
• 2011-01-03 → 2020-09-30
  Wells Fargo Clearing Services, Llc
  Billings, MT
  Denver, CO
  Cheyenne, WY
  Billings, MT
  Rock Springs, WY
  Green River, WY
  Laramie, WY
  Denver, CO
  Boise, ID
• 2010-12-02 → 2011-01-03
  Wells Fargo Investments, Llc
  Billings, MT
• 2009-05-07 → 2010-12-06
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL
  Winter Park, FL
  Winter Park, FL
  Tampa, FL
• 2004-02-10 → 2009-02-09
  Banc Of America Investment Services, Inc.
  Orlando, FL
  Overland Park, KS
  Altamonte Springs, FL
  Altamonte Springs, FL
• 1998-11-16 → 2004-02-23
  Ubs Financial Services Inc.
  Orlando, FL

Other Businesses

(1)Name of Business: Downtown Cheyenne Depot Museum Address: 121 West 15th St, Cheyenne, WY, 82001, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 11/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide updates to the board on current financials. I have no authority to make investment decisions, I have no access to accounts or any signature authority. Simply updates to the board. (2)Name of Business: First investments and planning Address: 1525 E Pershin Blvd #1, Cheyenne, WY, 82001-3235, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: FNBO Address: 1525 E Pershing Blvd #1, Cheyenne, WY, 82001-3235, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-25
• S63 Uniform Securities Agent State Law Examination
  1998-11-19