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Casey Shawn Calder

Calder Financial LLC

Downingtown, PA

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Current Employers
Calder Financial Llc

Downingtown, PA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-02
PA RA APPROVED 2018-01-02
  • TX RA
    APPROVED_RES
    Since 2022-12-02
  • PA RA
    APPROVED
    Since 2018-01-02

Branch Locations

Downingtown, PA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 02/1994 12/2017
Calder Financial Downingtown PA 05/1981 Present
Calder Financial Llc Downingtown PA 12/1981 Present
Calder Financial Llc Downingtown PA 01/2018 Present
  • 02/1994 → 12/2017
    United Planners' Financial Services
    Scottsdale, AZ
  • 05/1981 → Present
    Calder Financial
    Downingtown, PA
  • 12/1981 → Present
    Calder Financial Llc
    Downingtown, PA
  • 01/2018 → Present
    Calder Financial Llc
    Downingtown, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-12-15
  • S63 Uniform Securities Agent State Law Examination
    1989-12-15
Designations

View on SEC IAPD

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