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.

Advisor moves

Departures from Calamos Advisors LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Lloyd Brendan JamesCalamos Advisors LLC asset managerWellesley Asset Management, Inc. mixed wealthOtherNov 20, 2025Sep 18, 2026 (302 d)
Todd AbramsonCalamos Advisors LLC asset managerAmeriprise Financial Services, LLC national BDOtherAug 8, 2025Oct 3, 2025 (56 d)
Mark KiernaCalamos Advisors LLC asset managerNorthern Trust Investments, Incorporated asset managerOtherMar 3, 2025Mar 5, 2025
John Thomas AndrewsCalamos Advisors LLC asset managerAdvisor Resource Council independent RIAOtherFeb 20, 2025Feb 19, 2025
Shawn Michael ParkCalamos Advisors LLC asset managerTransamerica Retirement Advisors, LLC BD affiliatedOtherAug 16, 2024Oct 1, 2024 (46 d)
Jason LauderbackCalamos Advisors LLC asset managerHarbor Capital Advisors, Inc. asset managerOtherAug 1, 2024Aug 13, 2024
Patrick Thomas OsullivanCalamos Advisors LLC asset managerSavant Wealth Management independent RIAOtherFeb 20, 2024Feb 22, 2024
Shannon Leigh Coady-RogersCalamos Advisors LLC asset managerInvesco Advisers, Inc. asset managerOtherFeb 16, 2024Feb 23, 2024
Timothy Michael BuickCalamos Advisors LLC asset managerHarbor Capital Advisors, Inc. asset managerOtherJan 8, 2024Jan 18, 2024
Michael Edward MaitnerCalamos Advisors LLC asset managerWells Fargo Advisors wirehouseOtherJul 19, 2023Mar 19, 2024 (244 d)
Jordan Michael ToepelCalamos Advisors LLC asset managerEdward Jones national BDOtherApr 24, 2023Jul 5, 2024 (438 d)
Thomas A EvansCalamos Advisors LLC asset managerWells Fargo Advisors wirehouseOtherMar 16, 2023Oct 8, 2024 (572 d)
Cassandra NicholsCalamos Advisors LLC asset managerNew York Life Investment Management LLC asset managerOtherMar 2, 2023Mar 9, 2023
Jack Lyman CarterCalamos Advisors LLC asset managerOn Investment Management Co BD affiliatedOtherDec 19, 2022Dec 3, 2024 (715 d)
Kurt Graham GustafsonCalamos Advisors LLC asset managerHarbor Capital Advisors, Inc. asset managerOtherMay 31, 2022Jan 9, 2023 (223 d)
Kenneth VoogCalamos Advisors LLC asset managerFisher Investments independent RIAOtherOct 7, 2021Nov 17, 2021 (41 d)
Scott Marshall SteeleCalamos Advisors LLC asset managerCetera Investment Advisers LLC BD affiliatedOtherMar 10, 2020Dec 22, 2021 (652 d)
Brendan Garrett O'MalleyCalamos Advisors LLC otherFisher Investments otherOtherNov 16, 2017Nov 21, 2017
Ronald Patrick CrudoCalamos Advisors LLC otherEquitable Advisors, LLC national BDOtherAug 9, 2017Sep 25, 2017 (47 d)
John Fremont-SmithCalamos Advisors LLC otherVoya Investment Management Co. LLC otherOtherFeb 23, 2017Apr 4, 2017 (40 d)
Iain Russell MirrileesCalamos Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 15, 2016Jun 21, 2016
Justin Joseph LevantinoCalamos Advisors LLC otherBlackrock Investment Management, LLC otherOtherApr 8, 2015Apr 17, 2015
Samuel John RonlundCalamos Advisors LLC otherLedge Wealth independent RIAOtherFeb 18, 2015Dec 22, 2015 (307 d)
Aaron Thomas CatesCalamos Advisors LLC otherManning & Napier Advisors, LLC otherOtherFeb 18, 2015Mar 6, 2015
Matthew E BelniakCalamos Advisors LLC otherBmo Asset Management Corp. otherOtherFeb 11, 2015Nov 2, 2015 (264 d)
Gregory E HydeCalamos Advisors LLC otherHorse Cove Partners LLC otherOtherNov 24, 2014Nov 30, 2015 (371 d)
Stephen David PerlCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherMay 9, 2014May 9, 2014
Elizabeth Anne WatkinsCalamos Advisors LLC otherZiegler Capital Management, LLC otherOtherMay 5, 2014May 9, 2014
Vicky KatwalaCalamos Advisors LLC otherMorgan Stanley wirehouseOtherMar 20, 2014Apr 23, 2014 (34 d)
Andrew HallCalamos Advisors LLC otherTouchstone Advisors Inc otherOtherFeb 20, 2014Mar 24, 2017 (1128 d)
Eduardo Francisco MendiolaCalamos Advisors LLC otherMorgan Stanley wirehouseOtherDec 4, 2013Feb 12, 2014 (70 d)
Michael R PollardCalamos Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 31, 2013Aug 18, 2021 (2848 d)
Lisa Marie MursuCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherMar 15, 2013Mar 15, 2013
Alexander Gerhard ForsterCalamos Advisors LLC otherRaymond James Financial Services Advisors, Inc otherOtherFeb 28, 2013Jul 24, 2017 (1607 d)
Calvin Bradley HaysCalamos Advisors LLC otherTd Ameritrade Investment Management, LLC otherOtherFeb 20, 2013Mar 5, 2013
Sunny Hong GaoCalamos Advisors LLC otherCharles Schwab & Co., Inc. national BDOtherJan 12, 2009Jun 4, 2010 (508 d)
Scott Marshall SteeleCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherNov 20, 2007Apr 20, 2009 (517 d)
August Fredrick WossnerCalamos Advisors LLC otherWorld Equity Group, Inc. otherOtherNov 20, 2007Apr 13, 2010 (875 d)
Calvin Bradley HaysCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherNov 20, 2007Apr 20, 2009 (517 d)
John D BakaCalamos Advisors LLC otherColumbia Management Investment Advisers, LLC otherOtherNov 20, 2007Nov 12, 2008 (358 d)
Jonathan Daniel BrackmannCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherNov 20, 2007Apr 20, 2009 (517 d)
Alyssa Anne DalbyCalamos Advisors LLC otherFirst Trust Advisors LP otherOtherNov 20, 2007Aug 14, 2014 (2459 d)
Michael James KelnoskyCalamos Advisors LLC otherBradford & Marzec, LLC otherOtherNov 20, 2007Jan 13, 2011 (1150 d)
Andrew M KaminskiCalamos Advisors LLC otherHk Private Client, LLC state registeredOtherNov 20, 2007Jul 19, 2022 (5355 d)
John Charles SmithCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherOct 17, 2007Oct 30, 2007
James Francis BakaCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherOct 17, 2007Oct 26, 2007
Robert E. LongCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherOct 17, 2007Oct 26, 2007
Monica Lynn KaminskiCalamos Advisors LLC otherCalamos Wealth Management LLC otherOtherOct 17, 2007Oct 26, 2007
Bonnie Beth BelskisCalamos Advisors LLC otherFirst Trust Advisors LP otherOtherJul 24, 2006Sep 30, 2011 (1894 d)
Lauren BiggsCalamos Advisors LLC otherRayliant Asset Management, LLC otherOtherApr 4, 2006Jun 6, 2011 (1889 d)
Albert Barry BurnsCalamos Advisors LLC otherCitigroup Global Markets Inc. otherOtherFeb 12, 2004Jul 29, 2004 (168 d)
Alan Frank DelcorseCalamos Advisors LLC otherUhlmann Investment Management, L.L.C. otherOtherFeb 12, 2004Sep 3, 2009 (2030 d)
David Jacques MoretCalamos Advisors LLC otherPrincipal Asset Management otherOtherFeb 11, 2004Sep 23, 2008 (1686 d)
Raymond H BovichCalamos Advisors LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 4, 2003Dec 14, 2010 (2689 d)
Colette L BeaumontCalamos Advisors LLC otherFirst Trust Advisors LP otherOtherAug 4, 2003Jan 20, 2012 (3091 d)
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55 moves match.