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
Ryan Francis Callahan
Certified Financial Planner
Feed of 09/14/2026
Also filed as Ryan F Callahan
At current firm
3 y
since May 5, 2023
In the industry
17 y
since Sep 1, 2009 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince May 5, 2023 · Bedford, Nh
- Northeast Planning Associates, Inc. independent RIADec 21, 2018 to May 5, 2023 · Bedford, Nh
- LPL Financial LLC BD affiliatedDec 20, 2018 to May 17, 2023 · Bedford, Nh
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Northeast Planning Associates, Inc.left May 17, 2023, registered Dec 21, 2018 (-1608 days) · Affiliated broker-dealer or bank to independent RIA
- Northeast Planning Associates, Inc. to Ameriprise Financial Services, LLCleft May 5, 2023, registered May 5, 2023 (0 days) · RIA to affiliated broker-dealer or bank
Signals
- Ryan Francis Callahan left Lpl Financial Llc for Northeast Planning Associates, Inc. (registered 2018-12-21)May 17, 2023 · Advisor changed firm · fact
- Ryan Francis Callahan left Northeast Planning Associates, Inc. for Ameriprise Financial Services, Llc (registered 2023-05-05)May 5, 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
- National broker-dealer RIAderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address