RIA Intelligence

• LPL Financial LLC BD affiliated current
  since Jul 20, 2026 · Sayville, Ny
• Osaic Institutions, Inc. BD affiliated
  Apr 28, 2025 to Jul 20, 2026 · Smithtown, Ny
• Principal Securities, Inc. BD affiliated
  Dec 16, 2024 to Apr 29, 2025 · Melville, Ny
• Advice And Planning Services BD affiliated
  Aug 30, 2022 to Dec 17, 2024 · Melville, Ny
• LPL Financial LLC BD affiliated
  May 18, 2022 to Aug 25, 2022 · Rocky Point, Ny
• Cuna Brokerage Services, Inc. former
  May 20, 2021 to May 18, 2022 · Rocky Point, Ny
• Gwn Securities Inc. BD affiliated
  Oct 21, 2020 to May 18, 2021 · Palm Beach Gardens, Fl
• Osaic Fs, Inc. former
  Nov 16, 2015 to Oct 23, 2020 · New York, Ny
• LPL Financial LLC BD affiliated
  Jan 28, 2011 to Nov 23, 2015 · East Setauket, Ny
• Chase Investment Services Corp. former
  Dec 1, 2008 to Jan 31, 2011 · Port Jefferson, Ny
• Valic Financial Advisors, Inc. BD affiliated
  Jul 23, 2008 to Nov 26, 2008 · Latham, Ny

• Osaic Institutions, Inc. to LPL Financial LLC
  left Jul 20, 2026, registered Jul 20, 2026 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
• Principal Securities, Inc. to Osaic Institutions, Inc.
  left Apr 29, 2025, registered Apr 28, 2025 (-1 days) · Affiliated broker-dealer or bank to another
• Advice And Planning Services to Principal Securities, Inc.
  left Dec 17, 2024, registered Dec 16, 2024 (-1 days) · Affiliated broker-dealer or bank to another
• LPL Financial LLC to Advice And Planning Services
  left Aug 25, 2022, registered Aug 30, 2022 (5 days) · RIA to affiliated broker-dealer or bank
• Cuna Brokerage Services, Inc. to LPL Financial LLC
  left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
• Gwn Securities Inc. to Cuna Brokerage Services, Inc.
  left May 18, 2021, registered May 20, 2021 (2 days) · Affiliated broker-dealer or bank to another
• Osaic Fs, Inc. to Gwn Securities Inc.
  left Oct 23, 2020, registered Oct 21, 2020 (-2 days) · Affiliated broker-dealer or bank to another
• LPL Financial LLC to Osaic Fs, Inc.
  left Nov 23, 2015, registered Nov 16, 2015 (-7 days) · Other
• Chase Investment Services Corp. to LPL Financial LLC
  left Jan 31, 2011, registered Jan 28, 2011 (-3 days) · Other
• Valic Financial Advisors, Inc. to Chase Investment Services Corp.
  left Nov 26, 2008, registered Dec 1, 2008 (5 days) · Other

• Mark Robert Calaci left Osaic Institutions, Inc. for Lpl Financial Llc (registered 2026-07-20)
  Jul 20, 2026 · Advisor changed firm · fact
• Mark Robert Calaci left Principal Securities, Inc. for Osaic Institutions, Inc. (registered 2025-04-28)
  Apr 29, 2025 · Advisor changed firm · fact
• Mark Robert Calaci left Advice And Planning Services for Principal Securities, Inc. (registered 2024-12-16)
  Dec 17, 2024 · Advisor changed firm · fact
• Mark Robert Calaci left Lpl Financial Llc for Advice And Planning Services (registered 2022-08-30)
  Aug 25, 2022 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

23derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address