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RIA / WealthAdvisor26 years in industry

Donna Jean Medcalf

Advisor at CALLAHAN ADVISORS, LLC

HOUSTON, TX

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Search this name across graphsid dfx:ria:e5c61245-2f9f-78cd-b85a-5784e7570dcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 27, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: CALLAHAN ADVISORS, 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 22, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 22, 2000
First registration: May 27, 2003
Dual registered: no
Other names: DONNA ROWE|DONNA ROWE JOINER
IAPD individual key: 4469940

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
CALLAHAN ADVISORS, LLC	Independent wealth	Mar 25, 2024	n/a	yes	HOUSTON, TX	Current employment
GRANITE HARBOR ADVISORS, INC.	Independent wealth	Jul 13, 2018	Aug 24, 2021	no	HOUSTON, TX	Previous registration
ASSET MANAGEMENT ADVISORS INC	Former SEC adviser	Mar 12, 2015	Jul 10, 2018	no	HOUSTON, TX	Previous registration
BOK FINANCIAL ASSET MANAGEMENT, INC.	Former SEC adviser	May 27, 2003	Jan 3, 2013	no	HOUSTON, TX	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
GRANITE HARBOR ADVISORS, INC.	CALLAHAN ADVISORS, LLC	Aug 24, 2021	Mar 25, 2024	944	Firm change after gap	RIA to RIA
ASSET MANAGEMENT ADVISORS INC	GRANITE HARBOR ADVISORS, INC.	Jul 10, 2018	Jul 13, 2018	3	Firm change	RIA to RIA
BOK FINANCIAL ASSET MANAGEMENT, INC.	ASSET MANAGEMENT ADVISORS INC	Jan 3, 2013	Mar 12, 2015	798	Firm change after gap	Other

Relationships

Registered with (4)

→ CALLAHAN ADVISORS, LLCRegistered adviserregistration: current employment
Mar 25, 2024 to presentfactForm ADV
→ GRANITE HARBOR ADVISORS, INC.Registered adviserregistration: previous registration
Jul 13, 2018 to Aug 24, 2021factForm ADV
→ ASSET MANAGEMENT ADVISORS INCRegistered adviserregistration: previous registration
Mar 12, 2015 to Jul 10, 2018factForm ADV
→ BOK FINANCIAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 27, 2003 to Jan 3, 2013factForm ADV

Dated events

No dated event names this entity yet.