Eric P. Callahan

THRYVE WEALTH MANAGEMENT | Financial Consultant

IRVING, TX 75039

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CRD#: 5881904

Professional summary

Eric P Callahan, CFP®, who also goes by Eric P Callahan, Eric Paul Callahan, Eric Callahan, is a registered financial advisor currently at THRYVE WEALTH MANAGEMENT located in Irving, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eric has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

My process, my business beliefs, and my values are all focused on my customers and helping them work toward their financial goals.

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Eric P Callahan | Eric Paul Callahan | Eric Callahan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric P Callahan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Education

Texas Tech University

Bachelor of Business Administration - Finance

2009

Experience

Current

October 16, 2025 - Present

THRYVE WEALTH MANAGEMENT

Office #1: 909 Lake Carolyn Pkwy Suite 330, Irving, TX 75039

RIA

CRD#: 335920

IRVING, TX

Past

July 31, 2024 - December 9, 2024

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

January 26, 2024 - December 9, 2024

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Past

August 31, 2023 - January 5, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

CARROLLTON, TX

Past

August 31, 2023 - January 5, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

CARROLLTON, TX

Past

July 13, 2018 - March 13, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

November 11, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

KATY, TX

Past

October 17, 2011 - March 10, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PLANO, TX

Past

April 13, 2011 - August 19, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

FORT WORTH, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THRYVE WEALTH MANAGEMENT

STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA

Registered Investment Advisory firm - (5/9/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/10/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/30/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2011

General Securities Representative Examination

Current Firm

THRYVE WEALTH MANAGEMENT

STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA

Registered Investment Advisory firm - (5/9/2025 Approved)

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Contact information

Main Address

909 Lake Carolyn Pkwy Suite 330, Irving, TX 75039

Mailing Address

Phone number

(805) 451-2909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THRYVE WEALTH MANAGEMENT - FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 179,089,530

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Eric P. Callahan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric P Callahan's CRS (Customer Relationship Summary).

Certified licenses

Education

Texas Tech University

Experience

MOMENTUM INDEPENDENT NETWORK INC.

HILLTOP SECURITIES INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

THRYVE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2011

Series 63

Date: 4/30/2011

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2011

Current Firm

THRYVE WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THRYVE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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