Michael S. Calkin

Current Employers

Employment History

• 07/2014 → 03/2018
  Washington Growth Strategies Llc
  Washington, DC
• 03/2018 → 05/2020
  Jpmorgan Chase Bank Na
  Palm Beach, FL
• 03/2018 → 05/2020
  Jpmorgan Securities Llc
  Palm Beach, FL
• 05/2020 → 08/2023
  Citigroup
  West Palm Beach, FL
• 08/2023 → 04/2024
  Db Usa Core Corporation (Affiliate Dbsi)
  Miami, FL
• 05/2024 → Present
  A&M Private Wealth Partners
  West Palm Beach, FL

Previous Registrations

• 2020-08-18 → 2023-08-16
  Citigroup Global Markets Inc.
  Washington, DC
  West Palm Beach, FL
  Greenwich, CT
• 2014-10-20 → 2018-03-22
  Washington Growth Strategies Llc
  Washington, DC
• 2012-04-16 → 2014-01-10
  Macroview Investment Management Llc
  Bethesda, MD
• 2008-08-25 → 2013-03-01
  Chevy Chase Trust Company
  Bethesda, MD

Other Businesses

1. MSC Van LLC; / Not investment-related; / West Palm Beach, FL. / Transportation and storage/ Land transport and transport via pipelines; / Management responsibilities; /Title: Managing Manager; / Affiliation started on February 1, 2018; / 0 hours devoted each month during and outside securities trading hours. /Duties: file annual tax returns for the LLC; / Management responsibilities. / Own 70 Dodge Promaster Sprinter vans, rented out on the Fluid Trucks Application 2. FFM Ventures LLC;/ Entity was formed to invest in Fluid Trucks Inc; /My responsibility is to file annual tax returns./ It is a passive investment;/ West Palm Beach, FL; /Affiliation started on February 1, 2018;/ Title: Managing Member;/ Duties: filing annual tax returns;/ 0 hours devoted each month during and securities trading hours./ Transportation and storage-Warehousing and support activities for transportation (Industry)

Exams

• S66 Uniform Combined State Law Examination
  2020-08-14
• S63 Uniform Securities Agent State Law Examination
  2018-05-22
• S65 Uniform Investment Adviser Law Examination
  2008-08-23

Other Names

• Michael S Calkin
• Michael S. Calkin
• Michael Calkin