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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| FL | RA | APPROVED | 2023-12-07 |
Branch Locations
7570 S Federal Hwy Ste 5, Hypoluxo, FL 33462 • United States
Hypoluxo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Boynton Beach | FL | 09/2004 | 12/2023 |
| Cassandra Financial Group | Boynton Beach | FL | 05/2005 | 12/2023 |
| Cassandra Employes Benefits Group | Boynton Beach | FL | 02/2011 | 12/2023 |
| Raymond James Financial Services Advisors, Inc. | Boynton Beach | FL | 01/2009 | 12/2023 |
| Comprehensive Payroll Solutions Llc | Boynton Beach | FL | 06/2019 | 12/2023 |
| Ameriprise Financial Services, Llc | Boynton Beach | FL | 12/2023 | Present |
Independent Insurance Brokering; Athene; 12/02/2024; Fixed Annuity. Business Ownership; Cassandra Employee Benefits Group; Owner; Insurance agency selling group products; 7570 S. Federal Hwy, Suite 6, Hypoluxo, FL, 33462; Investment-Related; 11/15/2008; 1 to 9 hours per month; 0 during trading hours / Comprehensive Payroll Solutions, LLC; Owner; It is a payroll processing entity; 7570 S. Federal Hwy, Suite 6, HYpoluxo, FL, 33462; Not Investment-Related; 05/01/2019; 1 to 9 hours per month; 0 during trading hours / Cassandra Financial Group, LLC; Owner; Manage Ameriprise Business; 7570 S. Federal Hwy, Suite 5, Hypoluxo, FL, 33462; Investment-Related; 05/04/2005; 1 to 9 hours per month; 0 during trading hours / TLC Properties of Hypoluxo, LLC; Co-owner; Real Estate; 124 Plantation Blvd, , Lake Worth, FL, 33467; Not Investment-Related; 08/06/2024; 0 hours per month; 0 during trading hours. Outside Employment; Cassandra Financial Group, LLC; Owner; Manage advisory business; 7570 S. Federal Hwy, Suite 5, Hypoluxo, FL, 33462; Investment-Related; 05/04/2005; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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