DEANA ANGULO CALVELLI is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with WEALTHSPIRE RETIREMENT ADVISORY.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | 2024-07-29 | present | Yes |
| CREATIVE PLANNING, LLC | 2021-12-19 | 2023-06-30 | — |
| LOCKTON INVESTMENT ADVISORS, LLC | 2015-07-09 | 2021-12-31 | — |
| LPL FINANCIAL LLC | 2014-11-19 | 2015-07-09 | — |