# ANTHONY JOSE CALDERON

ANTHONY JOSE CALDERON is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with PEAK FINANCIAL PLANNING, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PEAK FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/317288) | 2026-07-30 | present | Yes |
| [ORION PORTFOLIO SOLUTIONS, LLC](https://search.stillhousedata.com/firm/107975) | 2024-06-28 | 2025-01-02 | — |
| [TRAJAN WEALTH, L.L.C.](https://search.stillhousedata.com/firm/158847) | 2023-11-09 | 2024-06-21 | — |
| [VERSANT CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/131692) | 2021-11-01 | 2023-10-24 | — |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2021-01-07 | 2021-10-05 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2018-12-06 | 2020-09-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6794612)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6794612.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.