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William Dirk Calvin

Sage Investment Counsel

Franklin, TN

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Current Employers
Sage Investment Counsel

142 5Th Avenue North Suite A, Franklin, TN 37064 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-19
TN RA APPROVED 2010-02-08
  • TX RA
    APPROVED_RES
    Since 2026-02-19
  • TN RA
    APPROVED
    Since 2010-02-08

Branch Locations

142 5Th Avenue North Suite A, Franklin, TN 37064 • 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
Wiley Bros.-Aintree Capital, Llc Nashville TN 07/1990 Present
  • 07/1990 → Present
    Wiley Bros.-Aintree Capital, Llc
    Nashville, TN
Previous Registrations
Other Businesses

MABRY-CALVIN,LLC P O BOX 608, FRANKLIN TN 37065, INVESTMENT RELATED-YES. NATURE-INVESTMENT CONSULTING, RIA, PERFORMANCE MEASUREMEENT. TITLE-CO-OWNER. START DATE MARCH 1989 TO PRESENT. 160 APPROX. HOURS PER MONTH. 160 APPROX. HOURS PER MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-29
S63 Uniform Securities Agent State Law Examination 1984-07-25
  • S65 Uniform Investment Adviser Law Examination
    1996-10-29
  • S63 Uniform Securities Agent State Law Examination
    1984-07-25
Other Names
  • Bill Calvin
  • William Dirk Calvin

View on SEC IAPD

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