Marc James Poulos

Current Employers

Calamos Wealth Management Llc

2020 Calamos Court, Naperville, IL 60563-2787 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-08-09

IL RA
APPROVED

Since 2024-08-09

Branch Locations

2020 Calamos Court, Naperville, IL 60563-2787 • 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 No
Termination Yes

Employment History

Organization	City	State	From	To
Brookstone Capital Management, Llc	Wheaton	IL	11/2015	02/2022
Self-Employed	Chicago	IL	02/2022	10/2022
Lpl Financial Llc	Paoli	PA	10/2022	07/2024
Great Valley Advisor Group, Inc.	Berwyn	PA	10/2022	07/2024
Calamos Wealth Management Llc	Naperville	IL	07/2024	Present

11/2015 → 02/2022

Brookstone Capital Management, Llc

Wheaton, IL
02/2022 → 10/2022

Self-Employed

Chicago, IL
10/2022 → 07/2024

Lpl Financial Llc

Paoli, PA
10/2022 → 07/2024

Great Valley Advisor Group, Inc.

Berwyn, PA
07/2024 → Present

Calamos Wealth Management Llc

Naperville, IL

Previous Registrations

2023-01-06 → 2024-07-22

Great Valley Advisor Group, Llc

Berwyn, PA

Berwyn, PA
2016-05-10 → 2022-02-07

Brookstone Capital Management Llc

Wheaton, IL

Wheaton, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-10
S63	Uniform Securities Agent State Law Examination	2013-03-21

S66 Uniform Combined State Law Examination

2016-05-10
S63 Uniform Securities Agent State Law Examination

2013-03-21

Other Names

Marc James Poulos
Marc Poulos

View on SEC IAPD