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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

MICHAEL ANTHONY CALABRESE

Advisor at LPL FINANCIAL LLC

ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:2e4cce5b-4fef-74fe-299e-df029d6b0066

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 16, 2007 to Sep 14, 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 20, 2004
First registration: May 16, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4810340

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
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 30, 2020	n/a	yes	ANNAPOLIS, MD	Current employment
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Jul 15, 2016	Apr 30, 2020	no	DAVIDSONVILLE, MD\|SAN DIEGO, CA\|Davidsonville, MD\|Annapolis, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Dec 7, 2009	Jul 15, 2016	no	DAVIDSONVILLE, MD\|MYRTLE BEACH, SC	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	May 22, 2008	Dec 7, 2009	no	ARNOLD, MD	Previous registration
IFS INVESTORS SERVICES INC	n/a	Jun 5, 2007	May 19, 2008	no	BOWIE, MD	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	May 16, 2007	Jun 4, 2007	no	BOWIE , MD\|BOWIE, MD	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
INDEPENDENT FINANCIAL GROUP, LLC	LPL FINANCIAL LLC	Apr 30, 2020	Apr 30, 2020	0	Firm change	RIA to ibd
H. BECK, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Jul 15, 2016	Jul 15, 2016	0	Firm change	Other
MEDALLION ADVISORY SERVICES, LLC	H. BECK, INC.	Dec 7, 2009	Dec 7, 2009	0	Firm change	Other
IFS INVESTORS SERVICES INC	MEDALLION ADVISORY SERVICES, LLC	May 19, 2008	May 22, 2008	3	Firm change	Other
FSC SECURITIES CORPORATION	IFS INVESTORS SERVICES INC	Jun 4, 2007	Jun 5, 2007	1	Firm change	Other

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Apr 30, 2020 to presentfactForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jul 15, 2016 to Apr 30, 2020factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Dec 7, 2009 to Jul 15, 2016factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 22, 2008 to Dec 7, 2009factForm ADV
→ IFS INVESTORS SERVICES INCRegistered adviserregistration: previous registration
Jun 5, 2007 to May 19, 2008factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 16, 2007 to Jun 4, 2007factForm ADV

Dated events

No dated event names this entity yet.