Individual Firm
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MATT CALHOUN
Matt Allen Calhoun
CRD#: 5169144
IA
B
WELLS FARGO ADVISORSCRD#: 19616 180 BATTERY ST STE 300
BURLINGTON, VT 05401
BURLINGTON, VT 05401
0
Disclosures
18
Years of Experience
View By:
State Registrations
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Alaska 1/5/2022
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New Jersey 7/26/2021
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Arizona 1/5/2022
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New Mexico 7/26/2021
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Arkansas 1/5/2022
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New York 7/26/2021
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California 7/26/2021
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North Carolina 7/26/2021
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Colorado 7/26/2021
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Ohio 1/7/2022
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Connecticut 7/26/2021
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Oregon 1/5/2022
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District of Columbia 1/5/2022
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Pennsylvania 7/26/2021
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Florida 7/26/2021
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South Carolina 7/26/2021
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Georgia 1/5/2022
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South Dakota 1/5/2022
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Idaho 1/5/2022
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Tennessee 1/5/2022
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Illinois 1/5/2022
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Texas 7/26/2021
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Kentucky 7/26/2021
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Texas 7/26/2021
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Maine 7/26/2021
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Vermont 7/26/2021
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Maryland 9/1/2021
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Vermont 7/27/2021
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Massachusetts 7/26/2021
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Virginia 7/26/2021
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Michigan 1/5/2022
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Washington 1/5/2022
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Minnesota 1/5/2022
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Wisconsin 9/5/2024
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Missouri 1/5/2022
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Wyoming 1/5/2022
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New Hampshire 7/26/2021
SRO Registrations
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IA
Registered with this firm since 7/26/2021
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Registered with this firm since 7/26/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/22/2007 - 07/27/2021 | Montpelier, VT | |
B | 08/08/2006 - 07/27/2021 | Montpelier, VT |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.