Theodore Calcina

Current Employers

Employment History

• 06/1984 → Present
  Teddy Calcina
  Columbia, SC
• 07/1994 → Present
  Fortis Investors, Inc.
  Columbia, SC
• 01/2024 → Present
  Osaic Wealth, Inc.
  West Columbia, SC

Previous Registrations

• 2006-06-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  West Columbia, SC
  Columbia, SC
  Cayce, SC
  West Columbia, SC

Other Businesses

1) MT. HEBRON UNITED METHODIST CHURCH POS: Treasurer NATURE: Corp INVESTMENT RELATED: Yes # OF HRS: 4 SECURITIES TRADING HRS:1 START DATE: 01/26/1ADDY: 3050 Leaphart Rd, West Columbia SC 29169, DESCRIPT: Treasurer of church responsible for assets of the church with the assistance of finance committee and Church CPA. Check signing and Cd rate renewals. The church will be receiving a substantial stock gift $1,200,000 that will need to be managed by the church treasurer and finance chairman. Two of us will have joint authority to buy sell and distribute funds as direct by the investment mgmt committee and advisor from Ameriprise. I wouldn't not any solo authority that could cause a distraction or affect my current relationship with Woodbury. understand this would be an exception to our current policy but I feel confidant will have the proper layers of protection to manage the funds. $600,000 will be managed for scholarships/$600,000 will be liquidated soon to help fund the building fund. our current policy is to sell all stocks and bonds gifts immediately. So the $600,000 will be an exception to our church as well. 2) CALCINA AGENCY, INC POS: Agent/Broker NATURE: C-Corp/Sole proprietor INVESTMENT RELATED: Yes # OF HRS: 60 SECURITIES TRADING HRS: 40 START DATE:06/4/84 ADDY: West Columbia SC 29169 DESCRIPT: Marketing of Life/health/LTC, fixed annuities/group health 5)BC HS EDUCATIONAL FOUNDATION POSITION: Chairman NATURE: Non-Profit. INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS:0 START DATE: 10/19/15 ADDY: State Street, West Columbia SC 29211, US DESCRIPT: I'm on the committee for BC Educational Foundation. Last month appointed to investment committee. The funds are currently in cash. Our committee is to determine a policy for the funds. There are four members on the committee and I don't have/or want check signing authority. We have PT bookkeeper and a regular monthly report provided by aCPA firm but the report is presented by financial Chairman on a monthly basis. Committee is to determine the policy and get Board approval then the funds would be allocated thru our Financial Chairman or part-time employee. We established an investment account that I sit on the committee with two members and we report to the board. The funds are held at Carolina Community Foundation and are invested with Vanguard. Our committee determines how much $ do we transfer to the investment account. Full board approves this reco. no access to funds the statements are emailed to my account and I forward to secretary for re-distribution. 3).CALCINA AGENCY WEALTH MGMT, LLC POS: Single Member Owner NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 160 SECURITIES TRADING HRS: 160 START DATE: 1/1/22 ADDRESS:West Columbia SC 29169, DESCRIPT: I'm starting a new LLC in preparation of my Son, Theodore Calcina, IV, joining next year as an advisor with WFS Calcina Agency, Inc and Teddy Calcina, III into one entity. For tax purposes, consolidation and continuityplanning.My duties will continue to market and manage investment assets through fee-based planning and commission based structures. In normal scope of business to cultivate, life, annuity and LTC clients in assisting them in meeting their goals. 4) CALCINA WEALTH MANAGEMENT, LLC POSITION: Joint owner NATURE: Solo LLC INVESTMENT RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 1/1/22 ADDRESS: 1727 Augusta Rd, West Columbia SC 29169 DESCRIPT: joint owner w/wife, Teresa S Calcina - per my CPA I must receive rent personally from the biz, been paying myself rent 5) MOUNT HEBRON UNITED METHODIST CHURCH POS: Finance chair NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 5 SECURITIES TRADING HRS: 1 START DATE: 1/19/25 ADDY: WEST COLUMBIA SC 29169-3751 DESCRIP: report the previous month financials to finance and church council committees. facilitate meeting /assist our church financial secretary, Cal Atwood, in reporting the numbers and delivering the financials to entire church periodically.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-12

Designations

Other Names

• Teddy Calcina
• Theodore Calcina