Lancer Stacy Cuddy

Current Employers

Employment History

• 01/2001 → 04/2018
  Citigroup Global Markets Inc.
  Bethesda, MD
• 06/2009 → 04/2018
  Morgan Stanley Smith Barney
  Bethesda, MD
• 12/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2019 → 11/2019
  Aaron's
  Brooklyn Heights, MD
• 04/2019 → 11/2019
  Unemployed
  Crofton, MD
• 12/2018 → 04/2019
  Loomis
  Nottingham, MD
• 10/2018 → 12/2018
  Unemployed
  Crofton, MD
• 08/2018 → 10/2018
  Massmutual
  Elkridge, MD
• 04/2018 → 07/2018
  Unemployed
  Crofton, MD
• 11/2019 → Present
  Continuum Advisory, Llc
  Eagle, ID
• 08/2024 → Present
  Osaic Wealth, Inc.
  Annapolis, MD

Previous Registrations

• 2009-06-01 → 2018-04-25
  Morgan Stanley
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD
• 2001-02-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD
  Bethesda, MD

Other Businesses

1)Continuum Advisory; investment related;810 East College Parkway, Annapolis, MD 21409;supporting investment related operations; operations associate;12/2019;120 hrs./month;6.5 hrs. during trading; providing operational support to investment advisors and their staff 2)POWER OF ATTORNEY POSITION: power of attorney NATURE: I'm power of attorney for my dad who is in a memory care facility INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2025 ADDRESS: 1905 Seven Oaks Terrace, Crofton, MD, Crofton MD 21114, United States DESCRIPTION: I'm power of attorney for my dad. I will hold securities for him (Walmart Stock) until it needs to be sold to pay his medical bills

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-15
• S63 Uniform Securities Agent State Law Examination
  1998-06-29