Michael Patrick Callahan

Current Employers

Employment History

• 05/2014 → 12/2017
  Massachusetts Mutual Life Insurance Co
  Atlanta, GA
• 06/2014 → 12/2017
  Mml Investors Services, Llc
  Atlanta, GA
• 12/2017 → 05/2019
  M Holdings Securities
  Portland, OR
• 12/2017 → 05/2019
  Gfg Strategic Advisors
  Milledgeville, GA
• 05/2014 → Present
  Kan Clark, Llp
  Atlanta, GA
• 01/2026 → Present
  Xception Advisory Group
  Atlanta, GA
• 05/2019 → 10/2023
  Tlg Advisors
  Littleton, CO
• 06/2019 → Present
  Wellspring Associates
  Roswell, GA
• 05/2019 → 12/2023
  The Leaders Group
  Littleton, CO
• 10/2023 → 03/2026
  Hightower
  Chicago, IL
• 01/2026 → Present
  Xception Family Office
  Atlanta, GA
• 03/2026 → Present
  Simplicity Investments
  Summit, NJ
• 05/2019 → Present
  Wellspring Planning Group
  Roswell, GA

Previous Registrations

• 2023-10-04 → 2025-12-31
  Hightower Advisors, Llc
  Atlanta, GA
  Chicago, IL
• 2019-05-21 → 2024-01-02
  Tlg Advisors, Inc.
  Atlanta, GA
  Summit, NJ
  Atlanta, GA
• 2017-12-22 → 2019-05-28
  M Holdings Securities, Inc.
  Milledgeville, GA
  Portland, OR
  Peach Tree, GA
• 2014-07-25 → 2018-01-05
  Mml Investors Services, Llc
  Atlanta, GA

Other Businesses

1.) XCEPTION ADVISORY SERVICES - 1/1/26 - 5901 Peachtree Dunwoody Road, Bldg C, Suite 160, Atlanta, GA 30328 - Investment Advisor Representative, Wealth Management Advisor, Invt Rel, Investment & financial planning services, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INTREPID - 7/1/14 - Remotely - Referral, Referral source to Intrepid, Not Invt Rel, Employee benefit referrals, 2 hrs/mo; 2 hrs/mo (during trading hours). 4.) KAN CLARK LLP - 7/1/2014 - Remotely - Attorney, Legal services, Not Invt Rel, Legal services, 10 hrs/mo; 5 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-26
• S63 Uniform Securities Agent State Law Examination
  2012-06-18

Other Names

• Patrick Callahan
• Michael Patrick Callahan
• M Patrick Callahan