Denver F. Mccallister

WILLIAMSON WEALTH MANAGEMENT

Canton, OH 44646

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CRD#: 3190761

Professional summary

Denver Floyd Mccallister is a registered financial advisor currently at WILLIAMSON WEALTH MANAGEMENT located in Canton, Ohio.

Denver is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Denver has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)NAME OF OTHER BUSINESS: 1776 WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA ; START DATE: 01/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA ESTABLISED BUT NOT USED FOR FINANCIAL SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denver Floyd Mccallister's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 17, 2025 - Present

WILLIAMSON WEALTH MANAGEMENT

Office #1: 4067 Whipple Ave Nw, Suite A, Canton, OH 44646Office #2: 4067 Whipple Ave Nw Suite A, Canton, OH 44718

SUNAMERICA SECURITIES, INC.

RIA

CRD#: 20068

CHARLESTON, WV

Past

January 23, 2003 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 6, 2001 - August 21, 2002

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

November 17, 1999 - June 1, 2001

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/3/2025)

IAR

West Virginia
(1/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/23/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1999

General Securities Representative Examination

Current Firm

WILLIAMSON WEALTH MANAGEMENT

BLACKSTONE WEALTH MANAGEMENT, INC. | WILLIAMSON WEALTH MANAGEMENT

CRD#: 290697 / SEC#:

Ohio

Registered Investment Advisory firm - (12/20/2017 Approved)

West Virginia

Registered Investment Advisory firm - (1/14/2025 Approved)

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Contact information

Main Address

4067 Whipple Ave Nw, Suite A, Canton, OH 44646

Mailing Address

Phone number

(330) 493-7300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 33,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Denver F. Mccallister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denver Floyd Mccallister's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAN BLAS SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2003

Series 63

Date: 11/23/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1999

Current Firm

WILLIAMSON WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILLIAMSON WEALTH MANAGEMENT

TRUST BUT VERIFY

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