# Donald Rex Calvert

Donald Rex Calvert is an investment adviser representative (IAR) with state registration records since 1998, appearing at 8 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2026-06-15 | present | Yes |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2026-02-13 | 2026-06-16 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2020-09-24 | 2026-02-13 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-03 | 2020-09-30 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2010-12-02 | 2011-01-03 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2009-05-07 | 2010-12-06 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-02-10 | 2009-02-09 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 1998-11-16 | 2004-02-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3123336)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3123336.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.