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CW

Calvin L. Wilson

TRANSAMERICA INVESTORS SECURITIES
Davenport,, FL
CRD#: 2830974
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CW
Calvin Lemonte WilsonTRANSAMERICA INVESTORS SECURITIES

Professional summary

Calvin Lemonte Wilson, who also goes by Calvin Lemonte Wilson, Calvin L Wilson, Calvin Wilson, is a registered financial professional currently at TRANSAMERICA INVESTORS SECURITIES, LLC located in Davenport,, Florida.

Calvin is registered as a RR (Registered Representative) and started their career in finance in 1997. Calvin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 62 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Calvin Lemonte Wilson | Calvin L Wilson | Calvin Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Calvin Lemonte Wilson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 5, 2026 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
Davenport,, FL
Past

September 3, 2024 - December 9, 2025

EDWARD JONES

RIA
CRD#: 250
ORLANDO, FL
Past

August 30, 2024 - December 9, 2025

EDWARD JONES

BD
CRD#: 250
ORLANDO, FL
Past

July 18, 2017 - June 6, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LAKE MARY, FL
Past

July 14, 2017 - June 6, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LAKE MARY, FL
Past

June 6, 2016 - September 13, 2016

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

November 9, 1998 - October 19, 2001

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

October 22, 1997 - June 18, 1998

FIRST COLONIAL SECURITIES

BD
CRD#: 25121
BOCA RATON, FL
Past

April 9, 1997 - October 28, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/8/2026)
RR
Arizona
(6/15/2026)
RR
Arkansas
(6/10/2026)
RR
California
(6/8/2026)
RR
Colorado
(6/9/2026)
RR
Connecticut
(6/9/2026)
RR
Delaware
(6/9/2026)
RR
Florida
(6/8/2026)
RR
Georgia
(6/8/2026)
RR
Hawaii
(6/8/2026)
RR
Idaho
(6/8/2026)
RR
Illinois
(6/9/2026)
RR
Iowa
(6/8/2026)
RR
Kansas
(6/9/2026)
RR
Kentucky
(6/9/2026)
RR
Louisiana
(6/8/2026)
RR
Maine
(6/8/2026)
RR
Maryland
(6/10/2026)
RR
Michigan
(6/9/2026)
RR
Minnesota
(6/8/2026)
RR
Mississippi
(6/11/2026)
RR
Missouri
(6/8/2026)
RR
Montana
(6/10/2026)
RR
Nebraska
(6/9/2026)
RR
Nevada
(6/9/2026)
RR
New Hampshire
(6/9/2026)
RR
New Jersey
(6/9/2026)
RR
New Mexico
(6/9/2026)
RR
New York
(6/9/2026)
RR
North Carolina
(6/15/2026)
RR
North Dakota
(6/10/2026)
RR
Ohio
(6/7/2026)
RR
Oklahoma
(6/9/2026)
RR
Pennsylvania
(6/8/2026)
RR
Rhode Island
(6/10/2026)
RR
South Carolina
(6/11/2026)
RR
South Dakota
(6/9/2026)
RR
Tennessee
(6/8/2026)
RR
Texas
(6/8/2026)
RR
Utah
(6/8/2026)
RR
Vermont
(6/9/2026)
RR
Virginia
(6/11/2026)
RR
Washington
(6/8/2026)
RR
West Virginia
(6/10/2026)
RR
Wisconsin
(6/12/2026)
RR
Wyoming
(6/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/18/1998
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 4/8/1997
Corporate Securities Limited Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRANSAMERICA INVESTORS SECURITIES, LLC
DIVERSIFIED INVESTORS SECURITIES CORP. | TRANSAMERICA INVESTORS SECURITIES, LLC | TRANSAMERICA INVESTORS SECURITIES CORPORATION

CRD#: 32205 / SEC#: , 8-45671

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Loading...

Contact information

Main Address
440 Mamaroneck Avenue, Harrison, NY 10528
Mailing Address
440 Mamaroneck Avenue, Harrison, NY 10528
Phone number
(914) 627-3000
Established
Delaware since 12/31/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TRANSAMERICA RETIREMENT SOLUTIONS, LLCSHAREHOLDER
BEITZEL, BRIANMANAGER, TREASURER, AND FINANCIAL PRINCIPAL6183770
HEWITT, JAY ALLENMANAGER AND VICE PRESIDENT1687429
HOLGATE, GREGG WILLIAMPRESIDENT AND CHAIRMAN OF THE BOARD OF MANAGERS2818725
POWERS, MARK JUDSONVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER6173588

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205Davenport,, FL

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