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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-04-22
TN RA APPROVED 2013-09-09
  • TX RA
    APPROVED_RES
    Since 2022-04-22
  • TN RA
    APPROVED
    Since 2013-09-09

Branch Locations

5217 Maryland Way Suite 401, Brentwood, TN 37027 • 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
Raymond James Financial Services, Inc. Bremtwood TN 05/2013 Present
Raymond James Financial Services Advisors Inc. Brentwood TN 09/2013 Present
Harding Academy Nashville TN 07/2013 02/2018
Other Businesses

(1)Name of Business: McCall & Associates Address: 5217 Maryland Way Ste 401, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner, Financial Advisor (2)Name of Business: McCall Wealth Advisors Address: 5217 Maryland Way Ste 401, Brentwood, TN, 37027-5009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner & Private Wealth Advisor (3)Name of Business: New Tree Holdings, LLC Address: 1587 Fawn Creek Ct, Brentwod, TN, 37027, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist my wife in financial management of her Occupational Therapy Business. We also have operated rental business in the past with the anticipation of doing it again in the future.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-03
  • S66 Uniform Combined State Law Examination
    2013-09-03
Other Names
  • Steve Turan Alverson

View on SEC IAPD

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