Joseph Patrick Callahan

Current Employers

Employment History

• 09/2009 → 11/2022
  Lpl Financial Llc
  Cincinnati, OH
• 04/2016 → 11/2022
  Wealthcor, Llc Dba Callahan Financial
  Cincinnati, OH
• 11/2022 → Present
  Mgo One Seven Llc Dba Callahan Financial
  Cincinnati, OH
• 11/2022 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2016-04-01 → 2023-03-31
  Callahan Financial
  Cincinnati, OH
• 2009-09-08 → 2016-08-26
  Lpl Financial Llc
  Cincinnati, OH
• 2006-07-24 → 2009-10-13
  Associated Planners Investment Advisory Inc
  Cincinnati, OH
• 2006-07-24 → 2009-09-08
  Associated Securities Corp.
  Boston, MA
  Cincinnati, OH
• 2003-06-23 → 2006-04-17
  Tower Square Securities, Inc.
  Cincinnati, OH
• 1999-08-19 → 2003-05-27
  Transamerica Financial Advisors, Llc
  Cincinnati, OH

Other Businesses

(1) 10/2022 MGO One Seven LLC dba Callahan Financial. Cincinnati, OH. Investment Related. DBA for Financial Advisory Business. IAR. 200 hours/month; 200 hours/during trading; Investment related activities (2) 10/2022 Fortune Financial Services dba Callahan Financial. Cincinnati, OH. Investment Related. DBA for Broker Dealer. Registered Representative. 200 hours/month; 200 hours/during trading; Investment Related Activates (3) 10/1987 Independent Licensed Insurance Agent: Investment Related; Cincinnati, Ohio; Accident & Health, Property & Casualty, Life and Variable (4) 10/2022 WealthCor; Non Investment Related; 9428 Kenwood Road | Cincinnati, Ohio, 45242; 1099 Only, used for tax purposes for IA business. (5) 10/2009 - OTHER-NOTARY - NOTARY - NOT INVESTMENT RELATED - 1% OF TIME - CINCINNATI, OH. (6) 11/2010 - JOSEPH CALLAHAN AND ASSOCIATES, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - TIMES SPENT 0% - LLC FOR TAX PURPOSES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-10

Designations