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Peter D. Mccallum

BMS CAPITAL ADVISORY
Edina, MN 55435
Some features on this profile are disabled
CRD#: 6994800
PM

Professional summary

Peter David Mccallum is a registered financial professional currently at BMS CAPITAL ADVISORY, INC. located in Edina, Minnesota.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2018. Peter has worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter David Mccallum'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

September 28, 2018 - Present

BMS CAPITAL ADVISORY, INC.

Office #1: 7650 Edinborough Way Suite 600, Edina, MN 55435
BD
CRD#: 169092
Edina, MN

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 9/28/2018
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BMS CAPITAL ADVISORY, INC.
BMS CAPITAL ADVISORY, INC. | BMS CAPITAL SOLUTIONS & ADVISORY

CRD#: 169092 / SEC#: , 8-69349

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
757 Third Avenue, Suite 1600, New York, NY 10017
Mailing Address
757 Third Avenue, Suite 1600, New York, NY 10017
Phone number
(469) 847-2134
Established
Delaware since 08/12/2013
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKWOOD BIDCO LLC DELAWARESHAREHOLDER
CURRY, JOSHUA SKYLERCEO, DIRECTOR7754385
MCCALLUM, PETER DAVIDCFO, FINOP6994800
MELVIN, BRADLEY JAMESDIRECTOR3082201
O'CONNELL, MICHAEL HAYNESCCO6601475
REED, STEPHANIE ANNDIRECTOR8074447
WESTALL, KRISTINE ANNEDIRECTOR

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.

Company Information

BMS CAPITAL ADVISORY, INC.

CRD#: 169092Edina, MN 55435

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