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Amanda Calvert

Captrust

Chesterton, IN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-14
  • IN RA
    APPROVED
    Since 2024-12-14

Branch Locations

3100 Village Point Ste 200, Chesterton, IN 46304 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinancial Partners, Llc. (Dba Captrust) Raleigh NC 05/2020 Present
Lakeside Wealth Management Chesterton IN 11/2014 05/2020
  • 05/2020 → Present
    Capfinancial Partners, Llc. (Dba Captrust)
    Raleigh, NC
  • 11/2014 → 05/2020
    Lakeside Wealth Management
    Chesterton, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-14
Other Names
  • Amanda Lauren Calvert
  • Amanda Lauren Schwinkendorf

View on SEC IAPD

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PATRICK FRED HUDSON
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Other Offices

FIFTH THIRD SECURITIES, INC. · CHESTERTON, IN
J.P. MORGAN SECURITIES LLC · Chesterton, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Chesterton, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Chesterton, IN
EDWARD JONES · CHESTERTON, IN
EDWARD JONES · CHESTERTON, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Chesterton, IN
OSAIC WEALTH, INC. · CHESTERTON, IN

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