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RIA / WealthAdvisorCertified Financial Planner26 years in industry

TIMOTHY SMITH CALLAN

Advisor at ALPHACORE CAPITAL LLC

LA JOLLA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e7d89c4-228a-517b-3882-5692c3ba8ddb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jan 18, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

TIM Smith Callan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALPHACORE CAPITAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Jul 12, 2000
First registration: Jan 18, 2001
Dual registered: no
Other names: TIMOTHY SMITH CALLAN|TIM SMITH CALLAN
IAPD individual key: 3092202

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALPHACORE CAPITAL LLC	Independent wealth	Apr 24, 2025	n/a	yes	LA JOLLA, CA	Current employment
CALLAN CAPITAL, LLC	Former SEC adviser	Jan 12, 2007	May 15, 2025	no	LA JOLLA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 18, 2001	Jan 17, 2007	no	LA JOLLA, CA\|LA JOLLA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALLAN CAPITAL, LLC	ALPHACORE CAPITAL LLC	May 15, 2025	Apr 24, 2025	-21	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CALLAN CAPITAL, LLC	Jan 17, 2007	Jan 12, 2007	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
142527:174346:CA:2025-05-15	May 15, 2025	Apr 24, 2025	LA JOLLA, CA	Firm change

Relationships

Registered with (3)

→ ALPHACORE CAPITAL LLCRegistered adviserregistration: current employment
Apr 24, 2025 to presentfactForm ADV
→ CALLAN CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 12, 2007 to May 15, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 18, 2001 to Jan 17, 2007factForm ADV

Dated events

Occurred
May 15, 2025
Advisor changed firm
Timothy Smith Callan left Callan Capital, Llc for Alphacore Capital Llc (registered 2025-04-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e7d89c4-228a-517b-3882-5692c3ba8ddb
First observed: Jan 18, 2001
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIMOTHY SMITH CALLAN

Advisor at ALPHACORE CAPITAL LLC

LA JOLLA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e7d89c4-228a-517b-3882-5692c3ba8ddb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ALPHACORE CAPITAL LLC

Independent wealth

Apr 24, 2025

n/a

yes

LA JOLLA, CA

Current employment

CALLAN CAPITAL, LLC

Former SEC adviser

Jan 12, 2007

May 15, 2025

LA JOLLA, CA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jan 18, 2001

Jan 17, 2007

LA JOLLA, CA|LA JOLLA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CALLAN CAPITAL, LLC

ALPHACORE CAPITAL LLC

May 15, 2025

Apr 24, 2025

-21

Firm change

RIA to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CALLAN CAPITAL, LLC

Jan 17, 2007

Jan 12, 2007

-5

Firm change

Other

Team

Left

Joined

From

Kind

142527:174346:CA:2025-05-15

May 15, 2025

Apr 24, 2025

LA JOLLA, CA

Firm change