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Advisor at CORNERSTONE FINANCIAL GROUP,LLC
OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CORNERSTONE FINANCIAL GROUP,LLC | Independent wealth | Feb 4, 2024 | n/a | yes | OMAHA, NE | Current employment |
| CALLAHAN FINANCIAL PLANNING | Former SEC adviser | Jun 9, 2021 | Jan 2, 2024 | no | SAN FRANCISCO, CA|OMAHA, NE|CENTENNIAL, CO|PALO ALTO, CA|BURLINGAME, CA|SAN FRANCISCO, CA|AURORA, CO|DENVER, CO|LINCOLN, NE|SAN RAFAEL, CA|MILL VALLEY, CA | Previous registration |
| CALLAHAN FINANCIAL PLANNING COMPANY | Former SEC adviser | Jan 20, 2012 | Jun 9, 2021 | no | OMAHA, NE|LINCOLN, NE|DENVER, CO|SAN FRANCISCO, CA|SAN FRANCISCO, CA|CENTENNIAL, CO|PALO ALTO, CA|BURLINGAME, CA|MILL VALLEY, CA|SAN FRANCISCO, CA|AURORA, CO|SAN RAFAEL, CA|CENTENNIAL, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALLAHAN FINANCIAL PLANNING | CORNERSTONE FINANCIAL GROUP,LLC | Jan 2, 2024 | Feb 4, 2024 | 33 | Firm change | Other |
| CALLAHAN FINANCIAL PLANNING COMPANY | CALLAHAN FINANCIAL PLANNING | Jun 9, 2021 | Jun 9, 2021 | 0 | Channel change | RIA to new firm |