# Jon Phipps McCalla > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32066 ## Record - **Judge:** Jon Phipps McCalla - **Year:** 2019 - **Pages:** 16 ## Text 1ST TN BANK - CHECKING/ SAVING, MEMPHIS, TN — Interest MCCALLA FARMS, SHELBY CO, TN, APPRAISED 2/9/2017 — Rent FARM LAND #1, SHELBY COUNTY, TN 12/16/94, APPRAISED 2/9/2017 — Rent FARM LAND #2, SHELBY COUNTY, TN 11/28/94, APPRAISED 2/9/17 — Rent FARM LAND #3, SHELBY COUNTY, TN 11/28/94, APPRAISED 2/9/2017 — Rent IRA-MORGAN STANLEY-AMERICAN FUNDS-NEW PERSPECTIVE — Dividend AMERICAN FUNDS-INVESTMENT CO OF AMERICA — Dividend AMERICAN FUNDS-AMERICAN NEW PERSPECTIVES FUND — Dividend FRACTIONAL INTERESTS IN FARM LAND, SHELBY CO., TN, APPRAISED 2/9/2017 — Rent FRACTIONAL INT. FARM LAND, INHERITED, SHELBY CO TN, APPRIASED 2/9/2017 — Rent IRA-MORGAN STANLEY-VAN KAMPEN FD- VAN KAMPEN GROWTH & INCOME — Dividend IRA-MORGAN STANLEY-AMERICAN FUNDS-GROWTH FUND OF AMERICA — Dividend IRA-MORGAN STANLEY-GENERAL ELECTRIC — Dividend IRA-MORGAN STANLEY-HOTCHKIS & WILEY FD- LRG CAP VAL FDS CL C — None — Sold IRA-MORGAN STANLEY BANK-CASH — Interest AMERICAN FUNDS-TAX EXEMPT BOND FUND CL C — Interest IRA-MORGAN STANLEY-CALAMOS NEW MARKET NEUTRAL CL I — None — Sold IRA-MORGAN STANLEY-GROWTH FUND OF AMERICA CL FI — Dividend IRA-MORGAN STANLEY-HOTCHKIS & WILEY LARGE CAP VAL CL I — Dividend FIDELITY-CASH — Interest IRA-INVESTMENT CO OF AMERICA — Dividend IRA-FIDELITY ADV NEW INSIGHTS — Dividend IRA-FIDELITY ADV STRATEGIC INCOME — Dividend IRA-DOUBLELINE TOTAL RETURN BOND — Dividend IRA-AT&T — Dividend IRA-CASH MORGAN STANLEY — Interest IRA-TEMPLETON GLOBAL BOND — Dividend FIDELITY-ISHARES S&P 500 GROWTH ETF — Dividend FIDELITY-ISHARES S&P 500 VALUE ETF — Dividend FIDELITY-ISHARES CORE S&P 500 ETF — Dividend FIDELITY-SECTOR SPDR TR SHS BEN INT CONSUMER STAPLES — Dividend IRA-MORGAN STANLEY- FPA FDS TR CRESCENT PORTFOLIO — None — Sold SCHWAB-ASHFORD HOSPITAL 8.45% PFD — Interest SCHWAB-MUNI MONEY FUND — Interest SCHWAB-COLONY CAPITAL 8.25% — Interest IRREVBL TRUST U/A DTD 12/29/1999 DOD 8/23/2014 INCOME BENEFICIARY (H) AT&T X — Dividend CHEVRON X — Dividend EXXON MOBIL X — Dividend WISDOMTREE TRUST EMERGING MKT EQT — Dividend FIRST TRUST DJ GL SEL DVD — Dividend SPDR S&P DIVIDEND — Dividend BLACKROCK INC — Dividend CORTEVA (FORMERLY DOWDUPONT) — Dividend DOW INC (FORMERLY DOWDUPONT) — Dividend DUPONT DE NEMOURS (FORMERLY DOWDUPONT) — Dividend CORNING INC — Dividend WALGREENS BOOTS ALLIANCE — Dividend ABBVIE INC — Dividend BOEING CO — Dividend MORGAN STANLEY CASH ACCOUNT — Interest OLIN CORPORATION — Dividend ISHARES SMALL CAP 600G ETF — Dividend VISA INC CL A — Dividend VANGUARD MIDCAP GROWTH ETF — Dividend FIRST TR EXCHANGE TRADED FD VI — Dividend S&P 500 INDEX — Dividend ISHARES CORE MSCI EAFE ETF — Dividend ISHARES CORE MSCI EMERGING — Dividend PACER GBL CASH COWS — Dividend IRA-MORGAN STANLEY-JOHNSON & JOHNSON — Dividend MORGAN STANLEY BANK N.A. - MONEY MARKET X — Interest FIRST TRUST MID CAP VALUE — Dividend ISHARES SMALL CAP 600 ETF — Dividend VANGUARD MID CAP VALUE ETF — Dividend VANGUARD MID CAP GROWTH ETF — Dividend MORGAN STANLEY-ADVISORSHARES WILSHIRE BUYBACK — None — Sold MORGAN STANLEY BANK-CASH EQUIVALENT — Interest MORGAN STANLEY BANK-CASH EQUIVALENT — Interest FIDELITY-PROSHARES TRUST S&P 500 ETF — Dividend FIDELITY-BERKSHIRE HATHAWAY INC DEL CL B NEW — None MORGAN STANLEY BANK-CASH EQUIVALENT — Interest MORGAN STANLEY-INVESCO S&P MIDCAP MOMENTUM — Dividend MORGAN STANLEY-VANGUARD SAMLL CAP ETF — Dividend MORGAN STANLEY-PALO ALTO NETWORKS INC — None MORGAN STANLEY-SALESFORCE COM INC — Dividend MORGAN STANLEY-SPDR S&P DIVIDEND — Dividend MORGAN STANLEY-CHEVRON CORP — Dividend MORGAN STANLEY-JOHNSON & JOHNSON PREF RATE — Dividend MORGAN STANLEY-APPLE INC PREF RATE — Dividend IRA-VANGUARD HEALTH CARE EFT — Dividend IRA-CONS DISCRET SEL SECT SPDR — Dividend IRA-THE FINANCIAL SEL SECT SPDR — None — Sold IRA-THE TECHNOLOGY SEL SEC SPDR — Dividend — Sold (part) SCHWAB-EXANTAX CAP 8.625% PFD — Dividend SCHWAB-CAPSTEAD MTG C 7.5% PFD — Dividend SCHWAB-DFA US CORE EQUITY I PORT INSTL — Dividend — Buy (add'l) SCHWAB-CEDAR REALTY 7.25% PFD — Dividend IRA-MORGAN STANLEY-FIDELITY ADV ENERGY I — Dividend IRA-MORGAN STANLEY-VANGUARD HEALTH CARE ETF — Dividend IRA-MORGAN STANLEY-CONS DISCRET SEL SECT SPDR FD — Dividend — Sold (part) IRA-THE TECHNOLOGY SEL SEC SPDR — Dividend IRA-MORGAN STANLEY-FIRST TR EX TRADED FD VI — Dividend IRA-MORGAN STANLEY-KINDER MORGAN INCORP — Dividend IRA-MORGAN STANLEY-PIMCO INCOME — None — Sold MORGAN STANLEY-BLACKROCK MUNI HLDG — Interest — Sold MORGAN STANLEY-EATON VANCE MUNI INC 2028 — Dividend — Sold (part) MORGAN STANLEY-EV TABS INTERM-TERM MUNI — Interest — Sold (part) IRA-MORGAN STANLEY-BRANDES INTL SMALL CAP — Dividend IRA-MORGAN STANLEY- UNDISCOVERED MNGR BHVRL VL SEL — Dividend IRA-MORGAN STANLEY-T ROWE PRICE INTL DISCOVERY — Dividend IRA-MORGAN STANLEY-HARDING LOEVNER INTL EQUITY — None — Sold IRA-MORGAN STANLEY-VANGUARD INDEX FDS S&P 500 — Dividend IRA-MORGAN STANLEY-SELECT SECTOR SPDR TD ETF — Dividend SCHWAB-BLUEROCK RESI 8.25% PFD — Dividend SCHWAB-A G N C INVES 7.75% PFD — None — Sold SCHWAB-ANWORTH MTG 7.625% PFD — Dividend SCHWAB-CORENERGY INF 7.375% PFD — Dividend SCHWAB-ASHFORD HOSPITAL 7.375% PFD — Dividend — Sold SCHWAB-DRIVE SHACK INV 8.05% PFD — Dividend SCHWAB-DRIVE SHACK INV 8.375% PFD — Dividend SCHWAB-ANNALY CAPIT 7.625% PFD — Dividend — Sold SCHWAB-ISTAR INC 8% PFD — Dividend SCHWAB-ISTAR INC 7.5% PFD — Dividend SCHWAB-HERSHA HOSPITY 6.5% PFD — Dividend MORGAN STANLEY-ISHARES CORE S&P TOTAL US STOCK — Dividend MORGAN STANLEY-ISHARES CORE S&P TOTAL US STOCK — Dividend SCHWAB-LANDMARK INFRAST 8% PFD — Dividend SCHWAB-PEBBLEBROOK 6.375% PFD — Dividend — Sold SCHWAB-CEDAR REALTY 6.5% PFD — Dividend — Sold (part) SCHWAB-MONMOUTH REA 6.125% PFD — Dividend SCHWAB-TWO HARBORS INV 7.5% PFD — Dividend IRA-SCHWAB-CORENERTY INF 7.375% PFD — Dividend IRA-SCHWAB-PEBBLEBROOK 6.375% PFD — Dividend — Sold IRA-SCHWAB-UMH PROPERTIES 6.75% PFD — Dividend IRA-SCHWAB-MONMOUTH REA 6.125% PFD — Dividend FIDELITY-DODGE & COX — Dividend FIDELITY-ISHARES CORE S&P TOTAL US STOCK — Dividend FIDELITY-AMAZON — None IAR-MORGAN STANLEY-APPLE — Dividend IRA-MORGAN STANLEY-BLACKROCK STRATEGIC — Dividend — Sold IRA-MORGAN STANLEY-VANGUARD TOTAL STK MKT — Dividend IRA-MORGAN STANLEY-ISHARES CORE MSCI — Dividend IRA-MORGAN STANLEY-ISHARES CORE MSCI EMERGING — Dividend IRA-MORGAN STANLEY-APPLE — Dividend IRA-SCHWAB-SUMMITT HOTEL 6.45% PFD — Dividend IRA-SCHWAB-CITY OFFICE 6.625% PFD — Dividend — Buy (add'l) IRA-SCHWAB-COLONY CAPIT 7.125% PFD — Dividend SCHWAB-PLYMOUTH INDU 7.5% — Dividend SCHWAB-SUMMIT HOTEL 6.25% PFD — Dividend SCHWAB-GLOBAL MEDICAL 7.5% — Dividend SCHWAB-JERNIGAN CAPITAL 7% PFD — Dividend SCHWAB-CBL & ASSOC 6.625% PFD — Dividend — Sold SCHWAB-SUMMIT HOTEL-6.45% — Dividend SCHWAB-ASHFORD HOSP 7.375 SER G — Dividend IRA-SCHWAB-JERNIGAN CAPITAL 7% PFD — Dividend — Buy IRA-SCHWAB-ARMOUR RESID 7.875% PFD — Dividend — Buy IRA-SCHWAB-ARLINGTON ASS 8.25% PFD — Dividend — Buy IRA-SCHWAB-GLOBAL NET LEASE 7.25% PFD — Dividend — Buy IRA-SCHWAB-PENNSYLVANIA R 7.2% PFD — Dividend — Buy IRA-SCHWAB-UMH PROPERTIES 6.375% PFD — None — Buy IRA-SCHWAB-BLUEROCK RES 7.125% PFD — None — Buy IRA-SCHWAB-ANNALY CAPITAL 6.5% — None — Buy IRA-SCHWAB-MONMOUTH REA 6.125% PFD — None — Buy IRA-SCHWAB-MONMOUTH REA 6.125% PFD — Sold IRA-SCHWAB-FARMLAND PARTNER 6% PFD — None — Buy IRA-SCHWAB-NEW RESIDENT 7.125% PFD — None — Buy SCHWAB-INVESTORS RE 6.625% PFD — Dividend — Buy SCHWAB-SOTHERLY HOT 7.875% PFD — Dividend — Buy SCHWAB-GLOBAL NET LEASE 7.25% PFD — Dividend — Buy SCHWAB-ARMOUR RESID 7.875% PFD — Dividend — Buy SCHWAB-CITY OFFICE 6.625% PFD — Dividend — Buy SCHWAB-ARLINGTON ASS 8.25% PFD — None — Buy SCHWAB-SCHWAB TOTAL STOCK MKT INDEX — None — Buy SCHWAB-SCHWAB INTL INDEX FUND — None — Buy SCHWAB-DFA INTL CORE EQUITY PORT INSTL — Dividend — Buy IRA-MORGAN STANLEY-VANGUARD DIVIDEND APPRECIATION — Dividend — Buy IRA-MORGAN STANLEY- WISDOMTREE US MIDCAP — Dividend — Buy IRA-MORGAN STANLEY-ISHARES CORE 1-5 YEAR — Dividend — Buy IRA-MORGAN STANLEY-VANGUARD DIVIDEND APPRECIATION — Dividend — Buy IRA-MORGAN STANLEY-ISHARES CORE 1.5 YEAR — Dividend — Buy IRA-MORGAN STANLEY-WABTEC CORP (SPIN OFF FROM GENERAL ELECTRIC) — None — Spinoff (from line 13) IRA-MORGAN STANLEY-WABTEC CORP (SPIN OFF FROM GENERAL ELECTRIC) — Sold (part) MORGAN STANLEY-BLACKROCK MUNIHOLDING QUALITY — Dividend — Buy MORGAN STANLEY-ISHARES CORE 1-5 YEAR — Dividend — Buy AXA (X) — Dividend SCHEDULE VII, LINE 2 1/3 INTEREST IN MCCALLA FARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED ON JULY 20, 1982 FOR $96,800. THIS LAND IS IN AGRICULTURAL USE; APPRAISAL 2/9/2017 SCHEDULE VII, LINE 3 INHERITED AN UNDIVIDED 1/12 INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE, DATED 12/16/94; APPRAISAL 2/9/2017 SCHEDULE VII, LINES 4 & 5 RECEIVED AN UNDIVIDED 1/6 INTEREST IN FARM LAND AND AN UNDIVIDED 1/12 INTEREST IN FARM LAND LOCATED IN SHELBY COUNTY, TENNESSEE, DATED 11/28/94; APPRAISAL 2/9/2017 . SCHEDULE VII, LINE 9 FRACTIONAL INTERESTS IN FARM LAND IN SHELBY COUNTY, TENNESSEE GIFTED IN 2000; APPRAISAL 2/9/2017 SCHEDULE VII, LINE 10 FRACTIONAL INTEREST IN FARM LAND IN SHELBY COUNTY, TENNESSEE INHERITED IN 1992; APPRAISAL 2/9/2017 SCHEDULE VII, LINE 36 TRUST ESTABLISHED BY INHERITANCE FROM PARENT DOD 8/23/14 SCHEDULE VII, LINE 73 NAME CHANGE FROM INVESCO RUSSELL MIDCAP PURE DR --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32066. Public record. Not legal advice.