Thomas Levi Williamson
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
19 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Calamos Advisors LLCSep 2026 to now
- Calamos Financial Services LLCSep 2026 to now
- Madison InvestmentsApr 2025 to Jun 2026
- Education Service Center of Central OhioNov 2024 to Mar 2025
- UpsNov 2024 to Nov 2024
- Ent LLCOct 2024 to Jan 2025
- Core Capital Partners LLCJun 2023 to Sep 2024
- Core Financial LLCJun 2023 to Sep 2024
- Quasar Distributors, LLCMar 2023 to Jun 2023
- Optima Asset Management LLCDec 2021 to Jun 2023
- Foreside Financial Services, LLCJan 2020 to Nov 2021
- BMO Asset Management Corp.Apr 2019 to Nov 2021
- JPM Institutional Investments IncDec 2017 to Mar 2019
- JPM Investment ManagementDec 2017 to Mar 2019
- Pzena Financial Services, LLCJan 2017 to Dec 2017
- Pzena Investment Management, LLCJan 2017 to Dec 2017
- Foreside Fund Services, LLCDec 2015 to Dec 2016
- Miller Howard InvestmentsMar 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, OH).
Calamos Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 4916536
- 105758