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Advisor at CALAMOS WEALTH MANAGEMENT LLC
NAPERVILLE, IL | Chicago, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CALAMOS WEALTH MANAGEMENT LLC | Independent wealth | Dec 12, 2025 | n/a | yes | NAPERVILLE, IL|Chicago, IL | Current employment |
| Corient | Independent wealth | Dec 8, 2023 | Dec 8, 2025 | no | MIAMI, FL|Itasca, IL | Previous registration |
| RWA WEALTH PARTNERS | Independent wealth | Nov 3, 2023 | Dec 1, 2023 | no | BOSTON, MA|Chicago, IL | Previous registration |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Mar 11, 2022 | Nov 7, 2023 | no | Chicago, IL | Previous registration |
| POLARIS WEALTH ADVISORY GROUP | Former SEC adviser | Nov 1, 2018 | Jun 15, 2020 | no | Chicago, IL | Previous registration |
| NUVEEN ASSET MANAGEMENT, LLC | Mixed wealth | Dec 5, 2014 | Nov 2, 2018 | no | CHICAGO, IL | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Oct 22, 2013 | Nov 11, 2014 | no | ATLANTA, GA|DOWNERS GROVE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | CALAMOS WEALTH MANAGEMENT LLC | Dec 8, 2025 | Dec 12, 2025 | 4 | Firm change | RIA to RIA |
| RWA WEALTH PARTNERS | Corient | Dec 1, 2023 | Dec 8, 2023 | 7 | Firm change | RIA to RIA |
| POLARIS WEALTH ADVISORY GROUP | RWA WEALTH PARTNERS | Nov 7, 2023 | Nov 3, 2023 | -4 | Firm change | RIA to RIA |
| NUVEEN ASSET MANAGEMENT, LLC | POLARIS WEALTH ADVISORY GROUP | Nov 2, 2018 | Nov 1, 2018 | -1 | Firm change | Other |
| INVESCO ADVISERS, INC. | NUVEEN ASSET MANAGEMENT, LLC | Nov 11, 2014 | Dec 5, 2014 | 24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158718:156984:IL:2023-11-06 | Nov 7, 2023 | Nov 3, 2023 | CHICAGO, IL | Firm change |