Richard J Calhoun

Current Employers

Employment History

• 05/2009 → 04/2019
  Wells Fargo Advisors Financial Network Llc
  North Wales, PA
• 06/2019 → 09/2019
  Pershing Advisor Solutions Llc
  Jersey City, NJ
• 09/2019 → 02/2024
  Laidlaw & Company (Uk) Ltd.
  New York, NY
• 09/2019 → 02/2024
  Laidlaw Wealth Management
  New York, NY
• 02/2024 → 09/2024
  American Global Wealth Management, Inc.
  Mcdonough, GA
• 11/2023 → 08/2024
  Imprint Wealth Llc Dba Naples Wealth Planning
  Naples, FL
• 09/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wilmington, DE

Previous Registrations

• 2024-10-09 → 2025-10-15
  Wells Fargo Advisors Financial Network, Llc
  Wilmington, DE
• 2024-06-20 → 2024-09-30
  Imprint Wealth Llc
  Naples, FL
  Mount Pleasant, SC
  North Wales, PA
• 2024-04-08 → 2024-06-17
  Imprint Wealth Llc
  Naples, FL
  North Wales, PA
  Mount Pleasant, SC
• 2019-09-09 → 2024-03-18
  Laidlaw Wealth Management Llc
  New York, NY
• 2008-02-06 → 2019-05-03
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  North Wales, PA
  Richmond, VA
  Bethesda, MD
  Hobe Sound, FL
• 2000-07-05 → 2007-12-10
  Citigroup Global Markets Inc.
  Boca Raton, FL

Other Businesses

1. NAPLES WEALTH PLANNING; INVESTMENT RELATED; 1016 COLLIER CENTER WAY NAPLES FL 34110; STRATEGIC ADVISOR; 10/1/2020 20 HOURS PER MONTH WITH NONE DURING TRADING HOURS; PARTICIPATE IN QUARTERLY CALL TO ADVISE ON MASTER PLAN FOR THE FIRM, WHEN REQUSTED ASSIST ON BUSINESS DEVELOPMENT IDEATION AND/OR STRATEGIES FOR MANAGING ASSETS AND LIABILITIES. 2. MAXWELL FOOTBALL CLUB; NOT INVESTMENT RELATED; SOUTHAMPTON, PA; MEMBER BOARD OF DIRECTORS TREASURER; START DATE 07/2004; 10 HOURS PER MONTH; 0 DUIRNG TRADING; ATTENDING MEETINGS; REVIEWING CLUB FINANCES WITH EXEC DIRECTOR, ASSISTING IN THE DEVELOPMENT OF BUDGETS FOR EVENTS AND STRATEGIC CLUB PLANNING; DISCUSSING OPERATIONS OF THE CLUB AS WELL AS THE TRACKING OF OUR POTENTIAL WINNERS AT THE HIGH SCHOOL, COLLEGE AND NFL LEVEL; VOTING ON CLUB RELATED MATTERS; AND WORKING WITH OTHER BOARD MEMBERS IN REPRESENTING THE CLUB IN THE COMMUNITY, ASSIST IN THE PLANNING & EXECUTION OF CLUB EVENTS (GALA, LEADERSHIP ACADEMY, MINIMAX EVENTS).

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-11
• S63 Uniform Securities Agent State Law Examination
  1993-04-14

Other Names

• Richard J Calhoun
• Richard Joseph Calhoun
• Richard Joseph Calhoun
• Richard Calhoun