Calvin Lo

Employer firm

Keystone Global Partners LLC CRD 153147

$581M regulatory AUM 3 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
PERSONAL EXIT ADVISORY

From the firm’s Form ADV. Read the guides:

Current Employers

Keystone Global Partners Llc

2128 W 32Nd Ave, Suite 200, Denver, CO 80211 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-30
CO	RA	APPROVED	2025-10-30
NY	RA	APPROVED	2021-05-26
TX	RA	APPROVED	2019-03-19

CA RA
APPROVED

Since 2025-10-30
CO RA
APPROVED

Since 2025-10-30
NY RA
APPROVED

Since 2021-05-26
TX RA
APPROVED

Since 2019-03-19

Branch Locations

Monrovia, CA • United States

2128 W 32Nd Ave, Suite 200, Denver, CO 80211 • 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

Organization	City	State	From	To
Keystone Global Partners Llc	Denver	CO	01/2010	Present

01/2010 → Present

Keystone Global Partners Llc

Denver, CO

Previous Registrations

2008-04-07 → 2010-07-20

Royal Oak Capital Management, Llc

Royal Oak, MD

Other Businesses

SPE LBG, LLC; NOT INVESTMENT RELATED; 3214 N UNIVERSITY AVE. #535, PROVO, UT 84604; OWNS AND OPERATES RESIDENTIAL SOLAR PANELS FOR LEASEBACK TO HOMEOWNERS; PREFERED MEMBER; 08/2025; 10HRS/MO; 0HRS/DAY DURING TRADING HOURS; ENTITY LEVEL FINANCIAL AND LEGAL MANAGEMENT OF OPERATIONS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-04
S63	Uniform Securities Agent State Law Examination	2007-07-16

S65 Uniform Investment Adviser Law Examination

2008-04-04
S63 Uniform Securities Agent State Law Examination

2007-07-16

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD