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3175 West Ward Road Suite 120, Dunkirk, MD 20754 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-11-08 |
Branch Locations
3175 West Ward Road Suite 120, Dunkirk, MD 20754 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvert Wealth Management, Inc. | Dunkirk | MD | 02/2018 | Present |
| Addison Group | Washington | DC | 06/2017 | 02/2018 |
| American University | Washington | DC | 08/2013 | 05/2017 |
| Apw Capital, Inc. | Rockaway | NJ | 10/2020 | Present |
Calvert Wealth Management (RIA), Dunkirk, MD - Investment Advisor Representative, as of February 2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-08 |
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