Inactive

Daniel Patrick Callahan

Ironview Capital Management, LLC

Conshohocken, PA

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Current Employers

Ironview Capital Management, Llc

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-12-17

SC RA
APPROVED

Since 2025-12-17

Branch Locations

Charleston, SC • United States

200 Barr Harbor Drive, Suite 400, Conshohocken, PA 19428 • 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

Organization	City	State	From	To
Jbj Invest	Charleston	SC	01/2016	02/2019
Capasso Planning Partners Llc	Charleston	SC	02/2019	Present
Summit Financial, Llc	Parsippany	NJ	07/2024	Present

01/2016 → 02/2019

Jbj Invest

Charleston, SC
02/2019 → Present

Capasso Planning Partners Llc

Charleston, SC
07/2024 → Present

Summit Financial, Llc

Parsippany, NJ

Previous Registrations

2019-02-27 → 2024-12-10

Capasso Planning Partners Llc

Charleston, SC
2024-07-16 → 2024-11-13

Summit Financial, Llc

Charleston, SC
2016-02-03 → 2019-03-22

Jbj Investment Partners, Llc

Charleston, SC
2014-12-10 → 2015-12-21

Questis

Charleston, SC
2012-08-27 → 2014-12-04

Morris Financial Concepts, Inc.

Mount Pleasant, SC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-26

S65 Uniform Investment Adviser Law Examination

2012-05-26

Designations

View on SEC IAPD

More in Charleston, SC

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