DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Joseph Patrick Callahan

Onesevenindependent RIACincinnati, Oh dual registrantIAPD 1817853

Certified Financial Planner

Feed of 09/14/2026

At current firm

3 y

since Oct 31, 2022

In the industry

30 y

since Oct 10, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CEO, Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
Professional profile: onesevenadvisor.com/staff/joe-callahan-2reportedonesevenadvisor.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Oneseven independent RIA current
since Oct 31, 2022 · Beachwood, Oh
Callahan Financial former
Apr 1, 2016 to Mar 31, 2023 · Cincinnati, Oh
LPL Financial LLC BD affiliated
Sep 8, 2009 to Aug 26, 2016 · Cincinnati, Oh
Associated Planners Investment Advisory Inc unclassified
Jul 24, 2006 to Oct 13, 2009 · Cincinnati, Oh
Associated Securities Corp. unclassified
Jul 24, 2006 to Sep 8, 2009 · Boston, Ma
Tower Square Securities, Inc. former
Jun 23, 2003 to Apr 17, 2006 · Cincinnati, Oh
Transamerica Financial Advisors, LLC BD affiliated
Aug 19, 1999 to May 27, 2003 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Callahan Financial to Oneseven
left Mar 31, 2023, registered Oct 31, 2022 (-151 days) · RIA to RIA · moved with a team
LPL Financial LLC to Callahan Financial
left Aug 26, 2016, registered Apr 1, 2016 (-147 days) · Other · moved with a team
Associated Planners Investment Advisory Inc to LPL Financial LLC
left Oct 13, 2009, registered Sep 8, 2009 (-35 days) · Other
Associated Securities Corp. to Associated Planners Investment Advisory Inc
left Sep 8, 2009, registered Jul 24, 2006 (-1142 days) · Other
Tower Square Securities, Inc. to Associated Securities Corp.
left Apr 17, 2006, registered Jul 24, 2006 (98 days) · Other
Transamerica Financial Advisors, LLC to Tower Square Securities, Inc.
left May 27, 2003, registered Jun 23, 2003 (27 days) · Other

Signals

Joseph Patrick Callahan left Callahan Financial for Oneseven (registered 2022-10-31)
Mar 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address