LYNN RICHARD CALVERT is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with BZ WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BZ WEALTH ADVISORS, LLC | 2025-07-03 | present | Yes |
| WEALTH OPS, LLC | 2022-11-30 | 2025-11-17 | — |
| MORTON CAPITAL MANAGEMENT, LLC | 2016-03-19 | 2022-09-30 | — |
| STRATEGIC ADVISERS LLC | 2015-06-12 | 2016-03-17 | — |
| AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC | 2014-03-25 | 2015-05-18 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2012-06-15 | 2014-09-23 | — |