Calvin Jordan

$387B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-11

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Palos Heights	IL	06/2022	08/2024
Doordash, Inc	San Francisco	CA	12/2021	06/2022
Amazon.cOm, Inc	Monee	IL	01/2021	12/2021
Unemployed	Olympia Fields	IL	07/2020	01/2021
Integrity (Temp)	Joliet	IL	05/2020	07/2020
Unemployed	Burbank	IL	12/2019	05/2020
Benedictine University	Lisle	IL	08/2015	12/2019
Burbank Manor Apartment	Burbank	IL	01/2012	12/2020
Jewel-Osco	Lisle	IL	10/2017	07/2018
Bank Of America, N.A.	Palos Heights	IL	12/2022	08/2024
Fisher Investments	Plano	TX	09/2024	Present

06/2022 → 08/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palos Heights, IL
12/2021 → 06/2022

Doordash, Inc

San Francisco, CA
01/2021 → 12/2021

Amazon.cOm, Inc

Monee, IL
07/2020 → 01/2021

Unemployed

Olympia Fields, IL
05/2020 → 07/2020

Integrity (Temp)

Joliet, IL
12/2019 → 05/2020

Unemployed

Burbank, IL
08/2015 → 12/2019

Benedictine University

Lisle, IL
01/2012 → 12/2020

Burbank Manor Apartment

Burbank, IL
10/2017 → 07/2018

Jewel-Osco

Lisle, IL
12/2022 → 08/2024

Bank Of America, N.A.

Palos Heights, IL
09/2024 → Present

Fisher Investments

Plano, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-22