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

George Taylor

Calamos Advisors LLCasset managerNaperville, Ildual registrantIAPD 5563823

Feed of 09/14/2026

Also filed as George Anthony Taylor

At current firm

1 y

since Oct 18, 2024

In the industry

18 y

since Aug 6, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Calamos Advisors LLC asset manager current
since Oct 18, 2024 · Naperville, Il
Northern Trust Investments, Incorporated asset manager
Apr 23, 2020 to May 24, 2024 · Chicago, Il
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 13, 2015 to Feb 25, 2020 · Elk Grove Village, Il
Waddell & Reed former
Feb 10, 2014 to Feb 12, 2015 · Savage, Mn
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 30, 2012 to Sep 19, 2013 · Oak Brook, Il

Moves

a registration end followed by a registration begin elsewhere

Northern Trust Investments, Incorporated to Calamos Advisors LLC
left May 24, 2024, registered Oct 18, 2024 (147 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Northern Trust Investments, Incorporated
left Feb 25, 2020, registered Apr 23, 2020 (58 days) · Other
Waddell & Reed to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 12, 2015, registered May 13, 2015 (90 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Waddell & Reed
left Sep 19, 2013, registered Feb 10, 2014 (144 days) · Other

Signals

George Taylor left Northern Trust Investments, Incorporated for Calamos Advisors Llc (registered 2024-10-18)
May 24, 2024 · 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address