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George Christopher Calvert

Calvert Planning Corporation

Troy, MI

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Current Employers
Calvert Planning Corporation

2950 W. Square Lake Road Suite 110, Troy, MI 48098 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-20
  • MI RA
    APPROVED
    Since 2025-01-20

Branch Locations

2950 W. Square Lake Road Suite 110, Troy, MI 48098 • 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 Planning Corporation Bloomfield Hills MI 05/1998 Present
Other Businesses

WINDY ACQUISTION, LLC (DBA GAGE FOODS): THE REGISTRANT IS A NON-VOTING MEMBER OF THE BOARD. THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT MAY INVOLVE 5-10 HOURS PER WEEK, MAINLY DURING NON-MARKET HOURS. THE REGISTRANT HAS BEEN INVOLVED WITH THIS ENTITY SINCE 2006.

Designations

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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