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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 03/2003 | 02/2022 |
| Calamos Wealth Management Llc | Naperville | IL | 03/2003 | 02/2022 |
| Transcend Capital Advisors, Llc | Naperville | IL | 09/2022 | 01/2023 |
| Unemployed | Naperville | IL | 02/2022 | 09/2022 |
| U.S. Bancorp Investments, Inc. | Naperville | IL | 07/2023 | 02/2026 |
| Unemployed | Naperville | IL | 02/2023 | 06/2023 |
| U.S. Bancorp Advisors, Llc | Naperville | IL | 02/2026 | Present |
Rush Copley Medical Center; Non Investment-related; Aurora, IL; Hospital; Advisory Board for Hospital; Board Member; 01/2015; 1 hours/ month; 1 hours/ trading; Advisory board to non-profit hospital, also involved in subcommittee on finance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-13 |
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