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One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-01 |
Branch Locations
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
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 |
|---|---|---|---|---|
| Allianz Global Investors Distributors Llc | New York | NY | 03/2009 | 12/2020 |
| Allianz Global Investors U.S. Llc | New York | NY | 09/2009 | 12/2020 |
| Guggenheim Funds Distributors, Llc | Dallas | TX | 01/2021 | 06/2022 |
| Guggenheim Investments | Dallas | TX | 01/2021 | 06/2022 |
| Calamos Financial Services Llc | Naperville | IL | 11/2022 | 02/2025 |
| Calamos Advisors Llc | Naperville | IL | 11/2022 | 02/2025 |
| Unemployed | Dallas | TX | 07/2022 | 10/2022 |
| Lpl Financial Llc | Dallas | TX | 02/2025 | 04/2026 |
| Advisor Resource Council Llc | Dallas | TX | 02/2025 | 04/2026 |
| Virtus Investment Advisers, Llc | Dallas | TX | 04/2026 | Present |
| Vp Distributors, Llc | Dallas | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
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