Glenn Mark Cassidy

Current Employers

Employment History

• 06/2012 → 09/2017
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 10/2017 → 12/2018
  Lpl Financial, Llc
  Riverside, CA
• 09/2017 → 12/2018
  Independent Financial Partners
  Riverside, CA
• 12/2018 → 01/2022
  Resources Investment Advisors
  Overland Park, KS
• 01/2019 → 12/2021
  Triad Advisors
  Norcross, GA
• 12/2021 → 07/2023
  Nfp Retirement
  Aliso Viejo, CA
• 05/2023 → Present
  Accelerate Retirement
  Aliso Viejo, CA

Previous Registrations

• 2021-12-06 → 2023-07-31
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 2018-12-03 → 2022-01-06
  Onedigital
  Riverside, CA
  Overland Park, KS
• 2017-10-23 → 2018-12-31
  Independent Financial Partners
  Riverside, CA

Other Businesses

1) BackNine Insurance Services;investment related;310 N. Westlake Blvd,Suite 240,Westlake Village,CA 91362;non variable insurance;insurance agent;9/2017;10 hrs/month;0 hrs during trading;working with multiple carriers 2) Colonial Surety Company;not investment related;1238 Tice Boulevard,Woodcliff Lake,NJ 07677;ERISA insurance products-fidelity bond and fiduciary liability coverage;independent insurance agent;9/1/2021;less than 1 hr/month;0 hrs during trading;offer ERISA based insurance coverage for my qualified plan clients, ERISA bonds and optional fiduciary liability coverage.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-23
• S63 Uniform Securities Agent State Law Examination
  2005-07-29