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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

JOSEPH PATRICK CALLAHAN

Advisor at ONESEVEN

Cincinnati, OH | BEACHWOOD, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 19, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONESEVEN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 10, 1995
First registration: Aug 19, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 1817853

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Oneseven	Independent wealth	Oct 31, 2022	n/a	yes	BEACHWOOD, OH\|Cincinnati, OH	Current employment
CALLAHAN FINANCIAL	Former SEC adviser	Apr 1, 2016	Mar 31, 2023	no	CINCINNATI, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Aug 26, 2016	no	CINCINNATI, OH	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Jul 24, 2006	Oct 13, 2009	no	CINCINNATI, OH	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	Jul 24, 2006	Sep 8, 2009	no	BOSTON, MA\|CINCINNATI, OH	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Jun 23, 2003	Apr 17, 2006	no	CINCINNATI, OH	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Aug 19, 1999	May 27, 2003	no	CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CALLAHAN FINANCIAL	Oneseven	Mar 31, 2023	Oct 31, 2022	-151	Firm change after gap	RIA to RIA
LPL FINANCIAL LLC	CALLAHAN FINANCIAL	Aug 26, 2016	Apr 1, 2016	-147	Firm change after gap	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	LPL FINANCIAL LLC	Oct 13, 2009	Sep 8, 2009	-35	Firm change after gap	Other
ASSOCIATED SECURITIES CORP.	ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	Sep 8, 2009	Jul 24, 2006	-1,142	Firm change after gap	Other
TOWER SQUARE SECURITIES, INC.	ASSOCIATED SECURITIES CORP.	Apr 17, 2006	Jul 24, 2006	98	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	TOWER SQUARE SECURITIES, INC.	May 27, 2003	Jun 23, 2003	27	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282449:283087:OH:2023-03-31	Mar 31, 2023	Oct 31, 2022	CINCINNATI, OH	Firm change after gap
6413:282449:OH:2016-08-26	Aug 26, 2016	Apr 1, 2016	CINCINNATI, OH	Firm change after gap

Relationships

Registered with (7)

→ ONESEVENRegistered adviserregistration: current employment
Oct 31, 2022 to presentfactForm ADV
→ CALLAHAN FINANCIALRegistered adviserregistration: previous registration
Apr 1, 2016 to Mar 31, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Aug 26, 2016factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Jul 24, 2006 to Oct 13, 2009factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
Jul 24, 2006 to Sep 8, 2009factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Jun 23, 2003 to Apr 17, 2006factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 19, 1999 to May 27, 2003factForm ADV

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
Joseph Patrick Callahan left Callahan Financial for Oneseven (registered 2022-10-31)
Form ADVobserved 5 days ago