Kevin James Egan

Current Employers

Employment History

• 01/2012 → 11/2022
  Lpl Financial Llc
  Cincinnati, OH
• 04/2016 → 11/2022
  Wealthcor, 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
• 2012-05-09 → 2016-08-26
  Lpl Financial Llc
  Cincinnati, OH

Other Businesses

(1)01/23/2013: SEAL PAK CORPORATION - FOR ACCOUNTING PURPOSES ONLY - NO TIME SPENT - OWNER (2)4/2017 - KETE ll LLC - Not Investment Related - 200 West Loveland Ave, Loveland OH - Minority owner in real estate and Restaurant operation - Co-Owner -4 Hours Per Month/0 Hours During Securities Trading- Management oversight (3)1/2000 - KETE LLC - Not Investment related - 204 West Loveland Ave Loveland OH - Minority owner in real estate and Restaurant operation - Co-Owner -4 Hours Per Month/0 Hours During Securities Trading- Management oversigh (4)10/2022 MGO One Seven LLC dba Callahan Financial. Cincinnati, OH. Investment Related. DBA for Financial Advisory Business. Principal/IAR. 200 hours/month; 160 hours/during trading; Client relationship advisor (5)10/2022 Fortune Financial Services dba Callahan Financial. Cincinnati, OH. Investment Related. DBA for Broker Dealer. Registered Representative. 200 hours/month; 160 hours/during trading; Client relationship advisor (6)03/2013 Independent Licensed Insurance Agent: Investment Related; Cincinnati, Ohio; Variable, Life, Accident & Health (7) 10/2022 WealthCor; Non Investment Related; 9428 Kenwood Road | Cincinnati, Ohio, 45242; 1099 Only, used for tax purposes for IA business.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-08