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William Lacy

Calamos Wealth Management LLC

Chicago, IL

Naperville, IL

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Current Employers
Calamos Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-06
  • IL RA
    APPROVED
    Since 2023-07-06

Branch Locations

215 North Peoria Street # 1100/1200, Chicago, IL 60607 • United States

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
OrganizationCityStateFromTo
Calamos Wealth Management Llc Naperville IL 03/2023 Present
Urban Financial Advisory Corporation Chicago IL 01/2021 12/2022
Trinity Financial Advisors Llc Chicago IL 08/2021 12/2021
Lifetime Financial Group Wilmette IL 03/2020 08/2021
Weedman Lawncare Usa Frederick MD 02/2016 05/2018
Pho Tnt Vietnamese Cuisine Frederick MD 05/2018 05/2019
Hood College Frederick MD 08/2015 05/2019
American Institutes For Research Washington DC 05/2019 08/2019
Trinity Financial Advisors Chicago IL 08/2019 03/2020
  • 03/2023 → Present
    Calamos Wealth Management Llc
    Naperville, IL
  • 01/2021 → 12/2022
    Urban Financial Advisory Corporation
    Chicago, IL
  • 08/2021 → 12/2021
    Trinity Financial Advisors Llc
    Chicago, IL
  • 03/2020 → 08/2021
    Lifetime Financial Group
    Wilmette, IL
  • 02/2016 → 05/2018
    Weedman Lawncare Usa
    Frederick, MD
  • 05/2018 → 05/2019
    Pho Tnt Vietnamese Cuisine
    Frederick, MD
  • 08/2015 → 05/2019
    Hood College
    Frederick, MD
  • 05/2019 → 08/2019
    American Institutes For Research
    Washington, DC
  • 08/2019 → 03/2020
    Trinity Financial Advisors
    Chicago, IL
Designations
Other Names
  • William Lacy
  • William Albert Lacy

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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