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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-31 |
Branch Locations
9428 Kenwood Road, Cincinnati, OH 45242 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cincinnati | OH | 09/2015 | 11/2016 |
| Lpl Financial, Llc | Cincinnati | OH | 11/2016 | 10/2022 |
| Wealthcor Llc Dba Callahan Financial | Cincinnati | OH | 01/2017 | 10/2022 |
| Mgo One Seven Dba Callahan Financial | Cincinnati | OH | 10/2022 | Present |
(1) 10/2022 WealthCor; Non Investment Related; 9428 Kenwood Road | Cincinnati, Ohio, 45242; 1099 Only, used for tax purposes for IA business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-08 |
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