Best Investors Account Sign in

Janet Lorraine Calcagno

Morgan Stanley

Carlsbad, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-09
CA RA APPROVED 2021-09-02
  • TX RA
    APPROVED
    Since 2021-12-09
  • CA RA
    APPROVED
    Since 2021-09-02

Branch Locations

5796 Armada Drive Suite 200, Carlsbad, CA 92008 • 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
Morgan Stanley Smith Barney Carlsbad CA 11/2011 Present
  • 11/2011 → Present
    Morgan Stanley Smith Barney
    Carlsbad, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-02
S63 Uniform Securities Agent State Law Examination 2013-07-03
  • S65 Uniform Investment Adviser Law Examination
    2021-09-02
  • S63 Uniform Securities Agent State Law Examination
    2013-07-03
Other Names
  • Janet L Calcagno
  • Janet Lorraine Bowen

View on SEC IAPD

Other Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
COTTINGHAM MANAGEMENT COMPANY, LLC
CORONADO INVESTMENT ADVISORS, LLC
FINANCIAL PLANNING SOLUTIONS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
LPL FINANCIAL LLC

Other Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

More in Carlsbad, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor