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Inactive

Eric P Callahan

Thryve Wealth Management

Santa Barbara, CA

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Current Employers
Thryve Wealth Management

523 Chapala Street Suite 2, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
  • TX RA
    APPROVED
    Since 2025-10-16

Branch Locations

523 Chapala Street Suite 2, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2023
Fidelity Brokerage Services Llc Plano TX 10/2011 03/2023
J.P. Morgan Securities Llc Carrollton TX 08/2023 12/2023
Strategic Advisers Llc Katy TX 11/2011 07/2018
Unemployed Coppell TX 04/2023 07/2023
Hilltop Securities, Inc. Dallas TX 01/2024 12/2024
Momentum Independent Network Inc. Dallas TX 07/2024 12/2024
Thryve Wealth Management Llc Dallas TX 09/2025 Present
Strive Asset Management, Llc Dallas TX 12/2024 09/2025
  • 07/2018 → 03/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2011 → 03/2023
    Fidelity Brokerage Services Llc
    Plano, TX
  • 08/2023 → 12/2023
    J.P. Morgan Securities Llc
    Carrollton, TX
  • 11/2011 → 07/2018
    Strategic Advisers Llc
    Katy, TX
  • 04/2023 → 07/2023
    Unemployed
    Coppell, TX
  • 01/2024 → 12/2024
    Hilltop Securities, Inc.
    Dallas, TX
  • 07/2024 → 12/2024
    Momentum Independent Network Inc.
    Dallas, TX
  • 09/2025 → Present
    Thryve Wealth Management Llc
    Dallas, TX
  • 12/2024 → 09/2025
    Strive Asset Management, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-10
S63 Uniform Securities Agent State Law Examination 2011-04-30
  • S66 Uniform Combined State Law Examination
    2011-11-10
  • S63 Uniform Securities Agent State Law Examination
    2011-04-30
Designations
Other Names
  • Eric Callahan
  • Eric P Callahan
  • Eric Paul Callahan

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
KINGSWOOD WEALTH ADVISORS, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION

Other Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON
John Spruill
MONICA T WILLIAMS
Josh N Macaluso
Richard J Marcellin
Timothy Emmanuel Jou

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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