Best Investors Account Sign in
Inactive

Donna Jean Medcalf

Callahan Advisors, LLC

Houston, TX

Claim This Profile
Current Employers
Callahan Advisors, Llc

3555 Timmons Lane Suite 600, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-25
  • TX RA
    APPROVED
    Since 2024-03-25

Branch Locations

3555 Timmons Lane Suite 600, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Management Advisors Houston TX 12/2013 07/2018
D.H. Hill Securities, Lllp Kingwood TX 12/2014 07/2018
Granite Harbor Advisors, Inc. Houston TX 07/2018 08/2021
Callahan Advisors, Llc Houston TX 09/2021 Present
Previous Registrations
  • 2018-07-13 → 2021-08-24
    Granite Harbor Advisors, Inc.
    Houston, TX
  • 2015-03-12 → 2018-07-10
    Asset Management Advisors Inc
    Houston, TX
  • 2003-05-27 → 2013-01-03
    Bok Financial Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-17
S63 Uniform Securities Agent State Law Examination 2000-07-22
  • S65 Uniform Investment Adviser Law Examination
    2002-06-17
  • S63 Uniform Securities Agent State Law Examination
    2000-07-22
Other Names
  • Donna Rowe
  • Donna Rowe Joiner

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor