Casandra Ann Johnson

230 Third Avenue Floor 5, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-11-05

Branch Locations

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

Organization	City	State	From	To
Tiaa	Waltham	MA	01/2014	03/2019
Financial Navigators, Inc.	Littleton	MA	04/2019	10/2024
Montis Financial, Llc	Waltham	MA	10/2024	Present

2019-04-16 → 2024-10-08

Financial Navigators Inc.

Littleton, MA

Bolton, MA

Littleton, MA
2014-01-28 → 2019-03-20

Tiaa-Cref Individual & Institutional Services, Llc

Waltham, MA
2013-10-08 → 2013-12-23

Equitable Advisors, Llc

Wellesley, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-09-27
S63	Uniform Securities Agent State Law Examination	2008-02-29