Breanna Coffey

Current Employers

Calamos Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-07-17

IL RA
APPROVED

Since 2024-07-17

Branch Locations

2020 Calamos Court, Naperville, IL 60563-2787 • 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

Organization	City	State	From	To
Goldman Sachs & Co. Llc	Chicago	IL	01/2015	05/2018
Corient Services Llc	Itasca	IL	05/2018	06/2024
Calamos Wealth Management Llc	Naperville	IL	07/2024	Present

01/2015 → 05/2018

Goldman Sachs & Co. Llc

Chicago, IL
05/2018 → 06/2024

Corient Services Llc

Itasca, IL
07/2024 → Present

Calamos Wealth Management Llc

Naperville, IL

Previous Registrations

2022-12-14 → 2024-07-08

Corient

Miami, FL

Itasca, IL
2018-10-12 → 2023-03-31

Balasa Dinverno Foltz Llc

Itasca, IL

Other Businesses

Lura Custom Designs - 117 Adams Street Brooklyn NY 11201. I am the owner an Etsy shop and this is not investment related. My duties would include selling custom designed clothing and merchandise. I have owned this business since 12/5/2025. I anticipate spending 20 hours per month on the business and zero hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-12

S65 Uniform Investment Adviser Law Examination

2018-10-12

Designations

Other Names

Breanna Moore
Breanna Lynn Moore
Breanna Lynn Coffey

View on SEC IAPD