# LYNN RICHARD CALVERT

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BZ WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/335978) | 2025-07-03 | present | Yes |
| [WEALTH OPS, LLC](https://search.stillhousedata.com/firm/323815) | 2022-11-30 | 2025-11-17 | — |
| [MORTON CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141250) | 2016-03-19 | 2022-09-30 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-06-12 | 2016-03-17 | — |
| [AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/160322) | 2014-03-25 | 2015-05-18 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2012-06-15 | 2014-09-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5173036)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5173036.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.