# CALUM MOATS BASHFORD

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [XCELSIOR ADVISOR PARTNERS LLC](https://search.stillhousedata.com/firm/334779) | 2025-03-10 | present | Yes |
| [EXCELSIOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/326976) | 2024-05-21 | 2025-11-17 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-01-19 | 2024-02-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7539024)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7539024.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.