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2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-01 |
| IL | RA | APPROVED | 2023-04-20 |
Branch Locations
2020 Calamos Court, Naperville, IL 60563-2787 • United States
220 Alhambra Circle #700, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 06/2018 | 03/2023 |
| Specialized Wealth Advisors | Tallahassee | FL | 02/2016 | 05/2018 |
| Florida State University | Tallahassee | FL | 06/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 06/2017 | 08/2017 |
| Isn | Dallas | TX | 06/2017 | 08/2017 |
| Bank Of America, N.A. | Miami | FL | 07/2019 | 03/2023 |
| Calamos Wealth Management Llc | Naperville | IL | 04/2023 | Present |
| Calamos Financial Services Llc | Naperville | IL | 04/2023 | Present |
Name of outside business organization: MIAMI SEMINOLE CLUB Investment related: No Address of business: Tallahassee, Florida, 32304 Nature of business: Charitable Organization Not for profit: Entity Charitable Position, title, association: President Start date of relationship: 6/30/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The President leads the alumni organization, presides over all meetings, appoints committee chairs, and works to strengthen alumni engagement and support. They coordinate with Board members and university leadership to advance the organization's mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
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