Michael J Calvelli

Current Employers

Employment History

• 05/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-03-14 → 2016-07-22
  Protected Investors Of America
  San Rafael, CA
  San Francisco, CA
  Santa Rosa, CA
• 2004-12-14 → 2007-07-17
  Sorrento Pacific Financial, Llc
  San Diego, CA
  San Diego, CA
• 2003-08-12 → 2005-09-09
  Cuso Financial Services, L.P.
  San Diego, CA
• 2002-07-17 → 2003-08-19
  Cetera Wealth Services, Llc
  San Rafael , CA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2016, AS ADVISORY REP OF A RIA. INV REL, 25 HR/WK 5/TRADING 2) FRIENDS HOUSE- A CONTINUING CARE COMMUNITY, 684 BENICIA DR SANTA ROSA CA, 01/2015, BOARD MEMBER, NIR, 5 HR/MO 0 HR/MO TRADING 3) OPEN TRAIL FINANCIAL CONSULTANTS, 111 SANTA ROSA AVENUE SUITE 330 SANTA ROSA CA, 05/2024, IAR, DBA, INV REL, 0 HR/MO 0 HR/MO TRADING 4) THE JULIA GARDNER GRANT FOUNDATION (IN FORMATION), 2151 SCHULTZ KENWOOD CA, 09/2024, BOARD MEMBER, CHARITABLE FOUNDATION, NIR, 2 HR/MO 0 HR/MO TRADING 5) PROTECTED INVESTORS OF AMERICA, 111 Santa Rosa Avenue, Suite 330, Santa Rosa CA 95404, 12/2024, Protected Investors of America is a DBA only, Using a Trade Name / DBA, INV REL, 0 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-25
• S63 Uniform Securities Agent State Law Examination
  2001-02-14

Other Names

• Mike Calvelli
• Michael Joseph Calvelli
• Michael Calvelli