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Margaret Mary Callahan

Brio Financial Group

San Francisco, CA

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Current Employers
Brio Financial Group

19 Sutter Street, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-29
  • CA RA
    APPROVED
    Since 2026-01-29

Branch Locations

19 Sutter Street, San Francisco, CA 94104 • 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
Focus Partners Wealth, Llc Palo Alto CA 09/2025 01/2026
Unemployed N/A XX 06/2025 08/2025
Rtd Financial Philadelphia PA 01/2023 06/2025
Resnick Academic Support Center Philadelphia PA 08/2020 01/2023
Mor Wealth Management Philadelphia PA 06/2022 08/2022
N/A N/A XX 09/2015 06/2022
Brio Financial Group San Francisco CA 01/2026 Present
Metlife Investment Management Whippany NJ 07/2021 08/2021
  • 09/2025 → 01/2026
    Focus Partners Wealth, Llc
    Palo Alto, CA
  • 06/2025 → 08/2025
    Unemployed
    N/A, XX
  • 01/2023 → 06/2025
    Rtd Financial
    Philadelphia, PA
  • 08/2020 → 01/2023
    Resnick Academic Support Center
    Philadelphia, PA
  • 06/2022 → 08/2022
    Mor Wealth Management
    Philadelphia, PA
  • 09/2015 → 06/2022
    N/A
    N/A, XX
  • 01/2026 → Present
    Brio Financial Group
    San Francisco, CA
  • 07/2021 → 08/2021
    Metlife Investment Management
    Whippany, NJ
Previous Registrations
Designations
Other Names
  • Margaret Callahan

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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