Jerry D Callahan

Current Employers

Employment History

• 01/1989 → 07/2018
  Kassouf & Co., P.C.
  Birmingham, AL
• 12/1999 → 07/2018
  Kassouf Wealth Advisors, Llc
  Birmingham, AL
• 08/2018 → Present
  Tabula Rasa, Llc
  Birmingham, AL
• 09/2018 → Present
  Pearce Bevill Leesburg & Moore, P.C.
  Birmingham, AL

Previous Registrations

• 2018-08-17 → 2018-12-21
  Tabula Rasa Advisors, Llc
  Birmingham, AL
• 2000-03-21 → 2018-07-10
  Kassouf Wealth Advisors, Llc
  Birmingham, AL

Other Businesses

Mr. Callahan provides accounting services (tax preparation and audit services) as a shareholder of the Certified Public Accounting Firm, Pearce, Bevill, Leesburg, Moore, P.C. in Birmingham, Alabama. These services are not investment related. 110 Office Park Drive, Suite #100, Birmingham, AL 35223. This relationship began in November of 2018. 5 hours a day during securities trading hours. 80 hours a month. Mr. Callahan is also is the owner and principle of Tabula Rasa Strategies LLC, P.C. an affiliated accounting firm. Tabula Rasa Strategies, LLC does not currently operate as a a business or solicit clients due to Mr. Callahan being a shareholder with Pearce, Bevill, Leesburg and Moore, PC. as outlined above. 110 Office Park Drive, Suite #100, Birmingham, AL 35223. Relationship began in August of 2018. 0 hours a day during securities trading hours. 0 hours a month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27

Designations

Other Names

• Jerry D Callahan