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Advisor at ONESEVEN
BEACHWOOD, OH | Cincinnati, OH
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 |
|---|---|---|---|---|---|---|
| Oneseven | Independent wealth | Oct 31, 2022 | n/a | yes | Cincinnati, OH|BEACHWOOD, OH | Current employment |
| CALLAHAN FINANCIAL | Former SEC adviser | Feb 14, 2017 | Mar 31, 2023 | no | CINCINNATI, OH | Previous registration |
| HCM WEALTH ADVISORS | Independent wealth | Dec 16, 2014 | Sep 11, 2015 | no | CINCINNATI, OH | Previous registration |
| 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 |
| HCM WEALTH ADVISORS | CALLAHAN FINANCIAL | Sep 11, 2015 | Feb 14, 2017 | 522 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282449:283087:OH:2023-03-31 | Mar 31, 2023 | Oct 31, 2022 | CINCINNATI, OH | Firm change after gap |