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Current Employers
Calvert Wealth Management, Inc.

3175 West Ward Road Suite 120, Dunkirk, MD 20754 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-11-08
  • MD RA
    APPROVED
    Since 2018-11-08

Branch Locations

3175 West Ward Road Suite 120, Dunkirk, MD 20754 • 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
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
  • 02/2018 → Present
    Dunkirk, MD
  • 06/2017 → 02/2018
    Addison Group
    Washington, DC
  • 08/2013 → 05/2017
    American University
    Washington, DC
  • 10/2020 → Present
    Apw Capital, Inc.
    Rockaway, NJ
Other Businesses

Calvert Wealth Management (RIA), Dunkirk, MD - Investment Advisor Representative, as of February 2018

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-29
S65 Uniform Investment Adviser Law Examination 2018-11-08
  • S63 Uniform Securities Agent State Law Examination
    2021-01-29
  • S65 Uniform Investment Adviser Law Examination
    2018-11-08

View on SEC IAPD

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