William Patrick Callahan

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2021-03-10
TX	RA	APPROVED_RES	2020-12-17
NC	RA	APPROVED	2020-03-26

VA RA
APPROVED

Since 2021-03-10
TX RA
APPROVED_RES

Since 2020-12-17
NC RA
APPROVED

Since 2020-03-26

Branch Locations

Ocean Isle Beach, NC • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cambridge Investment Research, Inc	Fairfield	IA	03/2014	Present
Cambridge Investment Research Advisors, Inc	Fairfield	IA	03/2014	Present

03/2014 → Present

Cambridge Investment Research, Inc

Fairfield, IA
03/2014 → Present

Cambridge Investment Research Advisors, Inc

Fairfield, IA

Previous Registrations

2008-06-13 → 2014-03-17

Fulcrum Advisory Services, Llc

Reston, VA

St. Louis, MO
2004-10-20 → 2008-05-28

Banc Of America Investment Services, Inc.

Mclean, VA

Mclean, VA

Mclean, VA
2003-09-03 → 2004-10-20

Quick & Reilly, Inc.

Mclean, VA
2000-02-08 → 2003-09-03

Morgan Stanley Dw Inc.

Mclean, VA

Other Businesses

1) INDEPENDENT INSURANCE AGENT, CHANTILLY VA, 6/1999, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5/WK 1/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2014, AS ADVISORY REP OF A RIA. INV REL, 20/WK 4/TRADING 3) OCEAN RIDGE HOMEOWNERS' ASSOCIATION, 190 Ocean Ridge Parkway, Ocean Isle Beach NC 28469, 03/2023, Board Member, Volunteer, NIR, 4 HR/MO - 0 HR/MO TRADING. 4) OCEAN RIDGE BOWLING LEAGUE, 53 Ocean Ridge Parkway, Ocean Isle Beach NC 28469, 09/19/2023, Treasurer, Volunteer, NIR, 4 HR/MO - 1 HR/MO TRADING 5) LIGHTHOUSE WEALTH PARTNERS, 6953 Cambria Ct SW, Ocean Isle Beach NC 28469, United States, 06/15/2018, Investment Advisor Representative, DBA Name, INV REL, 180 HR/MO - 160 HR/MO TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-12-08

S66 Uniform Combined State Law Examination

1999-12-08

Designations

Other Names

Bill Callahan

View on SEC IAPD