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

Arrivals at 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
Michael Dean GrantMcf Asset Management, LLC unclassifiedCalamos Advisors LLC otherOtherJul 27, 2009Oct 12, 2015 (2268 d)
Shawn Michael ParkArlington Wealth Management otherCalamos Advisors LLC otherOtherSep 26, 2007Nov 13, 2007 (48 d)
John Charles SmithPrivate Capital Management, LP otherCalamos Advisors LLC otherOtherNov 15, 2006Jan 22, 2007 (68 d)
Andrew M KaminskiOsaic Fa, Inc. otherCalamos Advisors LLC otherOtherOct 6, 2006Mar 21, 2007 (166 d)
Scott Marshall SteeleTcw Investment Management Company LLC otherCalamos Advisors LLC otherOtherJun 27, 2006Jun 29, 2006
Alexander Gerhard ForsterSuntrust Investment Services, Inc. otherCalamos Advisors LLC otherOtherJun 15, 2005May 11, 2012 (2522 d)
Robert E. LongCibc Private Wealth Advisors, Inc. otherCalamos Advisors LLC otherOtherFeb 16, 2005Feb 2, 2005
Sunny Hong GaoUBS Asset Management (US) Inc. unclassifiedCalamos Advisors LLC otherOtherJul 21, 2004Apr 23, 2007 (1006 d)
Douglas Evan BermanUBS Financial Services Inc. wirehouseCalamos Advisors LLC otherOtherMay 14, 2003Mar 4, 2013 (3582 d)
James Francis BakaStrategic Advisers LLC national BDCalamos Advisors LLC otherOtherApr 10, 2003Apr 1, 2003
Bonnie Beth BelskisE*Trade Capital Management, LLC otherCalamos Advisors LLC otherOtherSep 4, 2002Nov 13, 2002 (70 d)
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71 moves match.