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Casey Shay Jorgensen

Dynasty Wealth Management, LLC

St. Petersburg, FL

CRD 6068852

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Employer firm

Dynasty Wealth Management, LLC CRD 153377

$13.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Dynasty Wealth Management, Llc

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-24
  • FL RA
    APPROVED
    Since 2022-02-24

Branch Locations

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • 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
Robert W. Baird & Co. Charleston SC 05/2014 01/2017
Raymond James & Associates, Inc. St. Peterburg FL 01/2017 11/2020
Dynasty Securities, Llc Saint Petersburg FL 12/2021 Present
Dynasty Wealth Advisors Saint Petersburg FL 12/2021 Present
Dynasty Financial Partner Saint Petersburg FL 11/2020 Present
  • 05/2014 → 01/2017
    Robert W. Baird & Co.
    Charleston, SC
  • 01/2017 → 11/2020
    Raymond James & Associates, Inc.
    St. Peterburg, FL
  • 12/2021 → Present
    Dynasty Securities, Llc
    Saint Petersburg, FL
  • 12/2021 → Present
    Dynasty Wealth Advisors
    Saint Petersburg, FL
  • 11/2020 → Present
    Dynasty Financial Partner
    Saint Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-22
  • S66 Uniform Combined State Law Examination
    2014-11-22
Other Names
  • Casey Shay Mckeon

View on SEC IAPD

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Nearby Offices

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