Callie Elizabeth Thompson

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-30
GA	RA	APPROVED	2024-05-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Kendra Scott	Germantown	TN	11/2017	01/2018
Full Time Student	Knoxville	TN	01/2018	08/2018
Babalu's	Knoxville	TN	08/2018	03/2020
Unemployed	Knoxville	TN	03/2020	01/2021
Babalu's	Knoxville	TN	01/2021	08/2021
First Horizon	Maryville	TN	05/2021	02/2023
Full Time Student	Germantown	TN	01/2012	11/2017
Morgan Stanley	Atlanta	GA	03/2023	04/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	04/2024	Present
University Of Tennessee	Knoxville	TN	09/2017	05/2021

11/2017 → 01/2018

Kendra Scott

Germantown, TN
01/2018 → 08/2018

Full Time Student

Knoxville, TN
08/2018 → 03/2020

Babalu's

Knoxville, TN
03/2020 → 01/2021

Unemployed

Knoxville, TN
01/2021 → 08/2021

Babalu's

Knoxville, TN
05/2021 → 02/2023

First Horizon

Maryville, TN
01/2012 → 11/2017

Full Time Student

Germantown, TN
03/2023 → 04/2024

Morgan Stanley

Atlanta, GA
04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
09/2017 → 05/2021

University Of Tennessee

Knoxville, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-18

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