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IC

Isaiah R. Calvillo

HEIGHT CAPITAL MARKETS
Washington, DC 20005
Some features on this profile are disabled
CRD#: 7629744
IC

Professional summary

Isaiah R Calvillo is a registered financial professional currently at HEIGHT CAPITAL MARKETS located in Washington, District Of Columbia.

Isaiah is registered as a RR (Registered Representative) and started their career in finance in 2022. Isaiah has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Isaiah R Calvillo'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

December 16, 2022 - Present

HEIGHT CAPITAL MARKETS

Office #1: 1401 New York Avenue Nw Suite 700, Washington, DC 20005
BD
CRD#: 150659
Washington, DC

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
California
(1/14/2023)
RR
District of Columbia
(12/16/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 1/14/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/16/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/29/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

HC
HEIGHT CAPITAL MARKETS
HEIGHT CAPITAL MARKETS | HEIGHT SECURITIES, LLC

CRD#: 150659 / SEC#: , 8-68277

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1401 New York Avenue Nw Suite 700, Washington, DC 20005
Mailing Address
1401 New York Avenue, Nw Suite 700, Washington, DC 20005
Phone number
(202) 629-0015
Established
Delaware since 05/22/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HEIGHT CAPITAL, LLCSHAREHOLDER
AKRIDGE, JOHN EDWARD IVMANAGING PARTNER2943557
CASSAGNOL, SABRINACHIEF COMPLIANCE OFFICER1332969
SELF, JONATHAN ANDREWFINOP, CHIEF FINANCIAL OFFICER4497531

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

HEIGHT CAPITAL MARKETS

CRD#: 150659Washington, DC 20005

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