Anthony Alexander Calvino
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
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Trinity Financial Advisors LLCMay 2023 to now
- Damascus Catholic Mission CampusMay 2021 to May 2023
- Waldron Private WealthMay 2020 to Oct 2020
- Northwestern MutualAug 2019 to May 2020
- Robert Morris UniversityMay 2018 to Apr 2021
- Eatn ParkMay 2018 to Aug 2019
- Community College of Allegheny CountyAug 2017 to May 2018
- HomeschoolingMay 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Trinity Financial 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.
- 7154481
- 133191