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Inactive

Christopher Robert Mccall

Journey Beyond Wealth

Kennesaw, GA

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Current Employers
Journey Beyond Wealth

300 Colonial Center Parkway Suite 100, Roswell, GA 30076 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-02
GA RA APPROVED 2019-05-02
  • TX RA
    APPROVED_RES
    Since 2022-06-02
  • GA RA
    APPROVED
    Since 2019-05-02

Branch Locations

125 Townpark Drive Nw Suite 300, Kennesaw, GA 30144 • 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
Diversified Trust Company Atlanta GA 11/2009 04/2019
Avera Wealth Advisors, Llc Kennesaw GA 04/2019 12/2020
Avera Wealth Advisors, Llc Kennesaw GA 12/2020 12/2024
Journey Beyond Wealth, Llc Roswell GA 01/2025 Present
  • 11/2009 → 04/2019
    Diversified Trust Company
    Atlanta, GA
  • 04/2019 → 12/2020
    Avera Wealth Advisors, Llc
    Kennesaw, GA
  • 12/2020 → 12/2024
    Avera Wealth Advisors, Llc
    Kennesaw, GA
  • 01/2025 → Present
    Journey Beyond Wealth, Llc
    Roswell, GA
Previous Registrations
  • 2007-05-15 → 2009-11-25
    Convergent Wealth Advisors, Llc
    Atlanta, GA
  • 2004-06-07 → 2007-05-21
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-05
  • S65 Uniform Investment Adviser Law Examination
    2004-06-05
Designations
Other Names
  • Christopher R Mccall

View on SEC IAPD

Other Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITY FINANCIAL PLANNING GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TRICORD INVESTMENT ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

Michael Jay Sesan
Tyler Sesan
Kevon Lloyd Bartee
DAVID LEE TAYLOR
JOSEPH YEGANEGI
LOWELL KYLE BROCK
ROBERT LOUIS TAKACS
JAMES PARNICK JENNINGS

Other Offices

EDWARD JONES · KENNESAW, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KENNESAW, GA
MML INVESTORS SERVICES, LLC · Kennesaw, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Kennesaw, GA
UNITY FINANCIAL PLANNING GROUP LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Kennesaw, GA
TRICORD INVESTMENT ADVISORS, INC. · KENNESAW, GA

More in Kennesaw, GA

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