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Advisor at CALAMOS ADVISORS LLC
NAPERVILLE, 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 | Mar 16, 2020 | n/a | yes | NAPERVILLE, IL | Current employment |
| CALAMOS ADVISORS LLC | Asset manager | Nov 1, 2019 | n/a | yes | NAPERVILLE, IL | Current employment |
| CALAMOS WEALTH MANAGEMENT LLC | Independent wealth | Mar 3, 2015 | Nov 1, 2019 | no | NAPERVILLE, IL | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Oct 18, 2012 | Oct 10, 2014 | no | NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALAMOS WEALTH MANAGEMENT LLC | CALAMOS ADVISORS LLC | Nov 1, 2019 | Nov 1, 2019 | 0 | Firm change | Other |
| CREDIT SUISSE SECURITIES (USA) LLC | CALAMOS WEALTH MANAGEMENT LLC | Oct 10, 2014 | Mar 3, 2015 | 144 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143490:105758:IL:2019-11-01 | Nov 1, 2019 | Nov 1, 2019 | NAPERVILLE, IL | Firm change |