Calvin Hedman has been an investment adviser representative at Vance Wealth since July 2026, and is not listed among the firm’s executive officers or direct owners.
Vance Wealth, LLC is a Santa Clarita, CA firm with $894M under management, 428 clients and 10 advisers across 5 offices, as of its May 2026 filing.
Calvin Hedman’s longest registration was 8 years at Catalina Capital Group, LLC (2017–2026). Before joining Vance Wealth in 2026, Calvin Hedman was registered through Catalina Capital Group, LLC and EP Wealth Advisors.
- Vance WealthCurrent– present · under a yearSanta Clarita, CA · Adviser representative · Firm CRD 310162
- Catalina Capital Group, LLC– · 8 yearsTorrance, CA · Adviser representative · Firm CRD 172556
- EP Wealth Advisors– · 8 yearsTorrance, CA · Adviser representative · Firm CRD 111147
Investment adviser representative registrations
Calvin Hedman is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 10 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 March 2006 |
| Series 62 | Corporate Securities Limited Representative Examination | 2 March 2006 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Full name
- Calvin Dean Hedman
- CRD
- 5099240
- Firm
- Vance Wealth · CRD 310162
- Office
- 26491 SUMMIT CIRCLE, Santa Clarita, CA 91350
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Calvin Hedman work?
Calvin Hedman is an investment adviser representative registered through Vance Wealth, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Calvin Hedman a financial advisor?
Yes. Calvin Hedman has a current investment-adviser registration in California, through Vance Wealth since July 2026.
How many years of experience does Calvin Hedman have?
Calvin Hedman has 20 years in the financial industry, since March 2006, across 3 adviser firms.
What exams has Calvin Hedman passed?
Calvin Hedman has passed 4 licensing exams: the Series 62, Series 63, Series 65 and Series 79TO. The earliest, the Series 62, was passed in March 2006. FINRA credited Calvin Hedman with the SIE, which began in October 2018.
Where did Calvin Hedman work before Vance Wealth?
Before Vance Wealth, Calvin Hedman was registered through Catalina Capital Group, LLC, September 2017 to June 2026; EP Wealth Advisors, October 2009 to February 2018.
Where is Calvin Hedman based?
Calvin Hedman’s registered office is in Santa Clarita, CA.
Is Calvin Hedman registered with FINRA?
Yes. Calvin Hedman has a current broker registration, under CRD 5099240.
Source: FINRA BrokerCheck
How can I verify Calvin Hedman’s record?
Search CRD 5099240 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Calvin Hedman’s full registration record.
