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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

Lynne Pehl Calvert

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

Bend, OR | CHEHALIS, WA | Vancouver, WA

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Search this name across graphsid dfx:ria:0ab08b82-abfa-3c32-3c18-2df2d8e82008

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jan 13, 1995
First registration: Feb 27, 2002
Dual registered: yes, broker-dealer
Other names: LYNNE LOUISE NIEMEYER|LYNNE LOUISE PEHL|LYNNE LOUISE NEVINS|LYNNE LOUISE LINEHAN|LYNNE L PEHL
IAPD individual key: 2518965

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jul 18, 2014	n/a	yes	CHEHALIS, WA\|Vancouver, WA\|Bend, OR	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 23, 2014	no	TACOMA, WA\|CHEHALIS, WA\|Tacoma, WA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 17, 2006	Jun 1, 2009	no	TACOMA, WA	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 27, 2002	Feb 28, 2006	no	TACOMA, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	RAYMOND JAMES & ASSOCIATES, INC.	Jul 23, 2014	Jul 18, 2014	-5	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	Feb 28, 2006	Feb 17, 2006	-11	Firm change	Other

Relationships

Registered with (4)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jul 18, 2014 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 23, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 17, 2006 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 27, 2002 to Feb 28, 2006factForm ADV

Dated events

No dated event names this entity yet.