Cassandra Michelle Smalley

Current Employers

Cassandra Smalley Wealth Management

Seminole, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-10-27

FL RA
APPROVED

Since 2022-10-27

Branch Locations

Seminole, FL • 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

Organization	City	State	From	To
Doyle Wealth Management/Ci Doyle Private Wealth	St. Petersburg	FL	05/2012	08/2022
Cassandra Smalley Llc	Seminole	FL	08/2022	Present

05/2012 → 08/2022

Doyle Wealth Management/Ci Doyle Private Wealth

St. Petersburg, FL
08/2022 → Present

Cassandra Smalley Llc

Seminole, FL

Previous Registrations

2012-07-30 → 2022-08-23

Ci Doyle Private Wealth, Llc

St. Petersburg, FL

Other Businesses

Cassandra Smalley is a published author. Her book, "The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life" is available to the public for additional compensation. Additionally, Cassandra Smalley offers online courses and educational webinars. These offerings do not provide advice about securities to participants.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-06-13
S63	Uniform Securities Agent State Law Examination	2008-02-11

S65 Uniform Investment Adviser Law Examination

2011-06-13
S63 Uniform Securities Agent State Law Examination

2008-02-11

Designations

Other Names

Cassandra Michelle Gaylor
Cassandra M Smalley

View on SEC IAPD