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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

Donald Rex Calvert

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Cheyenne, WY

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Search this name across graphsid dfx:ria:f9500b65-4ab2-e638-0b2b-38f5777e0643

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 16, 1998 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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: Nov 16, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 19, 1998
First registration: Nov 16, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 3123336

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 FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 15, 2026	n/a	yes	Cheyenne, WY	Current employment
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Feb 13, 2026	Jun 16, 2026	no	Laramie, WY\|Sheridan, WY\|Casper, WY\|Cody, WY\|Scottsbluff, NE\|Cheyenne, WY\|Cheyenne, WY	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Sep 24, 2020	Feb 13, 2026	no	SAINT PAUL, MN\|Sheridan, WY\|TORRINGTON, WY\|Scottsbluff, NE\|Cheyenne, WY\|Casper, WY\|GERING, NE\|Laramie, WY\|Cody, WY\|Cheyenne, WY\|TORRINGTON, WY\|Park City, UT\|Green River, WY\|Hurricane, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Sep 30, 2020	no	BILLINGS, MT\|DENVER, CO\|CHEYENNE, WY\|BILLINGS, MT\|ROCK SPRINGS, WY\|GREEN RIVER, WY\|LARAMIE, WY\|DENVER, CO\|BOISE, ID	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Dec 2, 2010	Jan 3, 2011	no	BILLINGS, MT	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	May 7, 2009	Dec 6, 2010	no	ORLANDO, FL\|ORLANDO, FL\|WINTER PARK, FL\|WINTER PARK, FL\|TAMPA, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Feb 10, 2004	Feb 9, 2009	no	ORLANDO, FL\|OVERLAND PARK, KS\|ALTAMONTE SPRINGS, FL\|ALTAMONTE SPRINGS, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 16, 1998	Feb 23, 2004	no	ORLANDO, FL	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
U.S. BANCORP ADVISORS, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 16, 2026	Jun 15, 2026	-1	Firm change	Ibd to ibd
U.S. BANCORP INVESTMENTS, INC.	U.S. BANCORP ADVISORS, LLC	Feb 13, 2026	Feb 13, 2026	0	Bulk transfer	Ibd to ibd
WELLS FARGO ADVISORS	U.S. BANCORP INVESTMENTS, INC.	Sep 30, 2020	Sep 24, 2020	-6	Firm change	Wirehouse to ibd
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO INVESTMENTS, LLC	Dec 6, 2010	Dec 2, 2010	-4	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Feb 9, 2009	May 7, 2009	87	Firm change	Other
UBS FINANCIAL SERVICES INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Feb 23, 2004	Feb 10, 2004	-13	Firm change	Other

Relationships

Registered with (8)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 13, 2026 to Jun 16, 2026factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 24, 2020 to Feb 13, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Sep 30, 2020factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 2, 2010 to Jan 3, 2011factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 7, 2009 to Dec 6, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 10, 2004 to Feb 9, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 16, 1998 to Feb 23, 2004factForm ADV

Dated events

Occurred
Jun 16, 2026
Advisor changed firm
Donald Rex Calvert left U.S. Bancorp Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-06-15)
Form ADVobserved 5 days ago