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Michael Patrick Connelly

Calderwood Financial Strategies, Inc.

Houston, TX

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Current Employers
Calderwood Financial Strategies, Inc.

510 Bering Drive Suite 540, Houston, TX 77057 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-04
TX RA APPROVED 2024-11-18
  • LA RA
    APPROVED
    Since 2024-12-04
  • TX RA
    APPROVED
    Since 2024-11-18

Branch Locations

510 Bering Drive Suite 540, Houston, TX 77057 • 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
Calderwood Financial Strategies Houston TX 10/2023 Present
Amplify Energy Houston TX 01/2019 09/2023
Enervest Ltd Houston TX 11/2014 12/2018
Calderwood Financial Strategies Houston TX 11/2024 Present
  • 10/2023 → Present
    Calderwood Financial Strategies
    Houston, TX
  • 01/2019 → 09/2023
    Amplify Energy
    Houston, TX
  • 11/2014 → 12/2018
    Enervest Ltd
    Houston, TX
  • 11/2024 → Present
    Calderwood Financial Strategies
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-12
  • S65 Uniform Investment Adviser Law Examination
    2024-11-12
Other Names
  • Patrick Connelly

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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