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Orlando, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-21 |
| FL | RA | APPROVED | 2021-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbia | MD | 05/2009 | 09/2021 |
| Callahan Wealth Advisory, Llc | Orlando | FL | 09/2021 | Present |
Other Business Activities; Tombstones Books; all proceeds will flow directly to me as earned income on my social security number; I will be self publishing a series od children's books and selling them online; author; Columbia MD 21045; not investment related; May 2016; 1-9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-23 |
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