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Advisor at CALAMOS ADVISORS LLC
NAPERVILLE, IL | Portland, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CALAMOS WEALTH MANAGEMENT LLC | Independent wealth | Oct 4, 2021 | n/a | yes | Portland, OR|NAPERVILLE, IL | Current employment |
| CALAMOS ADVISORS LLC | Asset manager | Sep 30, 2021 | n/a | yes | Portland, OR|NAPERVILLE, IL | Current employment |
| PEARL IMPACT CAPITAL, LLC | Former SEC adviser | Oct 2, 2020 | Sep 22, 2021 | no | PORTLAND, OR | Previous registration |
| PEARL WEALTH LLC | Independent wealth | Jan 2, 2019 | Sep 15, 2020 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEARL IMPACT CAPITAL, LLC | CALAMOS ADVISORS LLC | Sep 22, 2021 | Sep 30, 2021 | 8 | Firm change | Other |
| PEARL WEALTH LLC | PEARL IMPACT CAPITAL, LLC | Sep 15, 2020 | Oct 2, 2020 | 17 | Firm change | Other |