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Clinton Daniel Mccalla

Wedmont Private Capital

Lakeway, TX

West Chester, PA

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Current Employers
Wedmont Private Capital

26 South Church Street Suite 1A, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

Lakeway, TX • United States

26 South Church Street Suite 1A, West Chester, PA 19382 • 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
The Lubitz Financial Group Miami FL 03/2014 09/2016
Clinton Daniel Mccalla D/B/A Wealth Planning Company Of Texas Austin TX 10/2016 06/2019
Fisher Investments Plano TX 07/2019 08/2021
Hightower Advisors Llc San Diego CA 08/2021 10/2023
Hightower Securities Llc San Diego CA 08/2021 10/2023
Meira Miami FL 10/2023 05/2026
Wedmont Private Capital Grayslake TX 05/2026 Present
  • 03/2014 → 09/2016
    The Lubitz Financial Group
    Miami, FL
  • 10/2016 → 06/2019
    Clinton Daniel Mccalla D/B/A Wealth Planning Company Of Texas
    Austin, TX
  • 07/2019 → 08/2021
    Fisher Investments
    Plano, TX
  • 08/2021 → 10/2023
    Hightower Advisors Llc
    San Diego, CA
  • 08/2021 → 10/2023
    Hightower Securities Llc
    San Diego, CA
  • 10/2023 → 05/2026
    Meira
    Miami, FL
  • 05/2026 → Present
    Wedmont Private Capital
    Grayslake, TX
Previous Registrations
  • 2023-10-03 → 2026-05-19
    Meira Wealth
    Lakeway, TX
    Coral Gables, FL
    Lakeway, TX
  • 2021-08-18 → 2023-09-19
    Hightower Advisors, Llc
    San Diego, CA
  • 2019-07-19 → 2021-07-15
    Fisher Investments
    Plano, TX
    Plano, TX
  • 2016-12-15 → 2019-05-19
    Wealth Planning Company Of Texas
    Plano, TX
  • 2014-07-09 → 2016-09-23
    Meira Wealth
    Coral Gables, FL
  • 2013-04-30 → 2014-01-06
    D.R. Saur Financial, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-29
  • S65 Uniform Investment Adviser Law Examination
    2013-04-29
Designations
Other Names
  • Clint Mccalla

View on SEC IAPD

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Other Offices

FLAGSHIP HARBOR ADVISORS, LLC · LAKEWAY, TX
EDWARD JONES · LAKEWAY, TX
EMERGING OAKS CAPITAL LLC · LAKEWAY, TX
PNC WEALTH MANAGEMENT LLC · LAKEWAY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKEWAY, TX
EDWARD JONES · AUSTIN, TX
WELLS FARGO CLEARING SERVICES, LLC · LAKEWAY, TX
YCG, LLC · AUSTIN, TX

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