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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-22 |
| TN | RA | APPROVED | 2013-09-09 |
Branch Locations
5217 Maryland Way Suite 401, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
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