Matthew Brent Lorner is an investment adviser representative (IAR) with state registration records since 2008, appearing at 9 firms. Currently registered with CALAMOS WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CALAMOS WEALTH MANAGEMENT LLC | 2026-07-10 | present | Yes |
| ADVISORS CAPITAL MANAGEMENT, LLC | 2025-05-08 | 2026-07-07 | — |
| FISHER ASSET MANAGEMENT, LLC | 2024-01-10 | 2025-05-01 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2023-07-13 | 2024-01-09 | — |
| HARRISDIRECT LLC | 2016-03-07 | 2023-07-12 | — |
| J.P. MORGAN SECURITIES LLC | 2013-07-24 | 2016-02-22 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2012-06-05 | 2013-07-15 | — |
| CAPITAL ONE FINANCIAL ADVISORS LLC | 2008-10-29 | 2012-06-05 | — |
| WAMU INVESTMENTS, INC. | 2008-02-28 | 2008-10-28 | — |