Calum Moats Bashford

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Irvine	CA	04/2022	02/2024
Ulwelling Law, Apc	Chicago	IL	10/2020	01/2022
Hughes Irrigation	Denver	CO	03/2020	09/2020
Chicagoland Eco-Friendly Construction	Glenview	IL	05/2018	03/2020
Muir Law Office	Glenview	IL	06/2018	03/2020
Unemployed	Costa Mesa	CA	01/2022	04/2022
Chicagoland Eco-Friendly Construction	Glenview	IL	05/2014	03/2018
University Of Chicago, Illinois School Of Law	Costa Mesa	CA	09/2020	10/2020
Excelsior Wealth Management Llc	Chicago	IL	02/2024	11/2025
Excelsior Advisor Network	Denver	CO	03/2025	Present

04/2022 → 02/2024

Fidelity Investments

Irvine, CA
10/2020 → 01/2022

Ulwelling Law, Apc

Chicago, IL
03/2020 → 09/2020

Hughes Irrigation

Denver, CO
05/2018 → 03/2020

Chicagoland Eco-Friendly Construction

Glenview, IL
06/2018 → 03/2020

Muir Law Office

Glenview, IL
01/2022 → 04/2022

Unemployed

Costa Mesa, CA
05/2014 → 03/2018

Chicagoland Eco-Friendly Construction

Glenview, IL
09/2020 → 10/2020

University Of Chicago, Illinois School Of Law

Costa Mesa, CA
02/2024 → 11/2025

Excelsior Wealth Management Llc

Chicago, IL
03/2025 → Present

Excelsior Advisor Network

Denver, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-12
S63	Uniform Securities Agent State Law Examination	2023-01-23