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2020 Calamos Court, Naperville, IL 60563-2787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-14 |
| NY | RA | APPROVED | 2026-07-10 |
Branch Locations
2020 Calamos Court, Naperville, IL 60563-2787 • United States
50 Rockefeller Plaza Suite 1200/1600, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Garden City | NY | 02/2016 | 06/2023 |
| E*Trade Capital Management Llc | Garden City | NY | 02/2016 | 06/2023 |
| Morgan Stanley | Garden City | NY | 03/2023 | 06/2023 |
| Harrisdirect Llc | Garden City | NY | 02/2016 | 06/2023 |
| Tiaa | Melville | NY | 06/2023 | 01/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Melville | NY | 06/2023 | 01/2024 |
| Fisher Investments | Plano | TX | 01/2024 | 05/2025 |
| Advisors Capital Management | Ridgewood | NJ | 05/2025 | 07/2026 |
| Calamos Wealth Management Llc | Naperville | IL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-26 |
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