CALUM MOATS BASHFORD is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with XCELSIOR ADVISOR PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XCELSIOR ADVISOR PARTNERS LLC | 2025-03-10 | present | Yes |
| EXCELSIOR WEALTH MANAGEMENT LLC | 2024-05-21 | 2025-11-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-01-19 | 2024-02-19 | — |