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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cincinnati | OH | 04/2013 | 10/2022 |
| Wealthcor, Llc Dba Callahan Financial | Cincinnati | OH | 04/2016 | 10/2022 |
| Lpl Financial Llc | Cincinnati | OH | 05/2013 | 03/2017 |
| Mgo One Seven Llc Dba Callahan Financial | Cincinnati | OH | 10/2022 | Present |
(1) 10/2022 WealthCor LLC; Non Investment Related; 9428 Kenwood Road | Cincinnati, Ohio, 45242; 1099 Only, used for tax purposes for IA business. (2) 04/2010 Independent Licensed insurance Agent; Investment Related; Ohio; Accident & Health, Life, Variable
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-07 |
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