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Joseph Michael Mccullough

Mccullough Wealth Management LLC

Van Alstyne, TX

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Current Employers
Mccullough Wealth Management Llc

609 Lavender Dr, Van Alstyne, TX 75495 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-15

Branch Locations

609 Lavender Dr, Van Alstyne, TX 75495 • 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
Ameriprise Financial Services, Llc Mckinney TX 06/2023 09/2023
Allen Independent School District Allen TX 08/2012 05/2023
Unemployed Allen TX 09/2023 01/2024
Securities America, Inc. Plano TX 01/2024 04/2024
Securities America Advisors Plano TX 01/2024 04/2024
Mccullough Wealth Management, Llc Van Alstyne TX 05/2024 Present
  • 06/2023 → 09/2023
    Ameriprise Financial Services, Llc
    Mckinney, TX
  • 08/2012 → 05/2023
    Allen Independent School District
    Allen, TX
  • 09/2023 → 01/2024
    Unemployed
    Allen, TX
  • 01/2024 → 04/2024
    Securities America, Inc.
    Plano, TX
  • 01/2024 → 04/2024
    Securities America Advisors
    Plano, TX
  • 05/2024 → Present
    Van Alstyne, TX
Previous Registrations
  • 2024-01-12 → 2024-05-07
    Securities America Advisors, Inc.
    Plano, TX
Other Businesses

1) CPA; since 1993; does not provide accounting service 2) TX Licensed Insurance agent; since 2024; does not currently sell insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-05
  • S66 Uniform Combined State Law Examination
    2023-10-05
Other Names
  • Joe Mccullough

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