DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Donald Rex Calvert

Raymond James Financial Services Advisors, IncBD affiliatedCheyenne, Wydual registrantIAPD 3123336

Feed of 09/14/2026

At current firm

0 y

since Jun 15, 2026

In the industry

27 y

since Nov 16, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Financial Services Advisors, Inc BD affiliated current
since Jun 15, 2026 · Cheyenne, Wy
U.S. Bancorp Advisors, LLC BD affiliated
Feb 13, 2026 to Jun 16, 2026 · Laramie, Wy
U.S. Bancorp Investments, Inc. former
Sep 24, 2020 to Feb 13, 2026 · Saint Paul, Mn
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Sep 30, 2020 · Billings, Mt
Wells Fargo Investments, LLC unclassified
Dec 2, 2010 to Jan 3, 2011 · Billings, Mt
Suntrust Investment Services, Inc. former
May 7, 2009 to Dec 6, 2010 · Orlando, Fl
Banc Of America Investment Services, Inc. unclassified
Feb 10, 2004 to Feb 9, 2009 · Orlando, Fl
UBS Financial Services Inc. wirehouse
Nov 16, 1998 to Feb 23, 2004 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Advisors, LLC to Raymond James Financial Services Advisors, Inc
left Jun 16, 2026, registered Jun 15, 2026 (-1 days) · Affiliated broker-dealer or bank to another
U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to U.S. Bancorp Investments, Inc.
left Sep 30, 2020, registered Sep 24, 2020 (-6 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Suntrust Investment Services, Inc. to Wells Fargo Investments, LLC
left Dec 6, 2010, registered Dec 2, 2010 (-4 days) · Other
Banc Of America Investment Services, Inc. to Suntrust Investment Services, Inc.
left Feb 9, 2009, registered May 7, 2009 (87 days) · Other
UBS Financial Services Inc. to Banc Of America Investment Services, Inc.
left Feb 23, 2004, registered Feb 10, 2004 (-13 days) · Other

Signals

Donald Rex Calvert left U.S. Bancorp Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-06-15)
Jun 16, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address