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Peter Joseph Calvo

Fisher\Smb

Carrollton, TX

Davidsonville, MD

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Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-24
  • MD RA
    APPROVED
    Since 2025-11-24

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Davidsonville, MD • 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
Fidelity Investments Washinton DC 08/2010 07/2017
Fisher Investments Davidsonville MD 07/2017 07/2024
Fisher Retirement Solutions Llc Dba Fisher\Smb Davidsonville MD 07/2024 Present
  • 08/2010 → 07/2017
    Fidelity Investments
    Washinton, DC
  • 07/2017 → 07/2024
    Fisher Investments
    Davidsonville, MD
  • 07/2024 → Present
    Fisher Retirement Solutions Llc Dba Fisher\Smb
    Davidsonville, MD
Previous Registrations
  • 2011-07-20 → 2017-07-21
    Strategic Advisers Llc
    Laurel, MD
    Washington, DC
    Annapolis, MD
    Edgewater, MD
    Washington, DC
    Edgewater, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-24
S66 Uniform Combined State Law Examination 2011-06-14
S63 Uniform Securities Agent State Law Examination 2007-06-27
  • S65 Uniform Investment Adviser Law Examination
    2025-11-24
  • S66 Uniform Combined State Law Examination
    2011-06-14
  • S63 Uniform Securities Agent State Law Examination
    2007-06-27

View on SEC IAPD

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