Kasey Patrick George

Current Employers

Employment History

• 11/2010 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → 08/2023
  Lincoln Investment
  Royal Oak, MI
• 08/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-06-09 → 2023-08-31
  Lincoln Investment
  Royal Oak, MI
• 2018-06-28 → 2023-08-31
  Capital Analysts
  Royal Oak, MI
• 2010-11-02 → 2019-10-04
  Legend Advisory, Llc
  Berkley, MI
  Palm Beach Gardens, FL
  Royal Oak, MI
• 2010-05-26 → 2010-11-03
  Valic Financial Advisors, Inc.
  Novi, MI
  Auburn Hills, MI
  Grosse Pointe, MI

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2023, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) OHANA WEALTH ADVISORY, 3315 N CAMPBELL ROAD ROYAL OAK MI, 08/2023, AGENT, DBA, INV REL, 160 HR/MO 28 HR/MO TRADING 3) ASH BROKERAGE, 888 S HARRISON ST STE 900 FORT WAYNE IN, 03/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-15
• S63 Uniform Securities Agent State Law Examination
  2003-03-31

Designations

Other Names

• George Kasey