Best Investors Account Sign in
Inactive

Justin Dane Cassida

Modern Wealth Management, LLC

Denver, CO

Kansas City, MO

Claim This Profile
Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-21
  • CO RA
    APPROVED
    Since 2026-04-21

Branch Locations

250 Fillmore Street Suite 475, Denver, CO 80290 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Denver CO 05/2007 04/2026
Brown & Company Denver CO 05/2007 12/2019
Brown & Company, Inc. Denver CO 05/2007 12/2019
Modern Wealth Management, Llc Denver CO 04/2026 Present
Previous Registrations
  • 2007-05-10 → 2026-04-29
    Lpl Financial Llc
    Denver, CO
    Fort Mill, SC
    Denver, CO
  • 2015-04-09 → 2019-12-31
    Brown And Company, Inc.
    Denver, CO
  • 2005-06-15 → 2007-04-25
    Carter Advisory Services, Inc
    Dallas, TX
  • 2005-10-07 → 2007-04-03
    Raymond James Financial Services, Inc.
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-09
  • S66 Uniform Combined State Law Examination
    2005-05-09
Designations

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor