Casey August Clure

Current Employers

Employment History

• 11/2012 → 12/2018
  Edward Jones
  St Louis, MO
• 12/2018 → 01/2023
  Enso Wealth Management
  Mt. Shasta, CA
• 01/2023 → 04/2024
  Choreo, Llc
  Mount Shasta, CA
• 09/2024 → Present
  Agt Cpas & Advisors
  Mount Shasta, CA
• 04/2026 → Present
  Mariner Platform Solutions
  Overland Park, KS
• 01/2022 → Present
  Uc Berkeley Extension
  Berkeley, CA

Previous Registrations

• 2023-01-10 → 2024-05-22
  Choreo, Llc
  Mount Shasta, CA
  Rockford, IL
• 2021-02-26 → 2023-01-05
  Enso Wealth Management, Llc
  Mount Shasta, CA
  Petaluma, CA
• 2018-12-21 → 2020-12-31
  Enso Wealth Management, Llc
  Petaluma, CA
  Mt. Shasta, CA
• 2013-05-06 → 2018-12-26
  Edward Jones
  Mt Shasta, CA
  Mt Shasta, CA
  St Louis, MO

Other Businesses

1) Highland Capital Brokerage, Inc., 3535 Grandview Parkway, Suite 600, Birmingham Alabama 35243, investment related business, Insurance Agent, started in 2019, devotes less than 1 hour per month during securities trading hours. Duties are related to new insurance products for clients. 2) UC Berkeley Extension, Not investment related, 1995 University Ave Suite 200, Berkeley, CA 94704/All teaching done remotely, Education, Part-time professor, Start date: 10/6/2022, 15 hours per month, 0 hours during trading hours. 3) Marble Mountain Opportunity Zone, not investment related, Yreka, CA None. Minority owner (5%) of restaurant and building. 1/23/24, 1, 0, None. 4) Agt Cpas And Advisors, Not investment related, Shasta, CA ,Head of HR, 7/23/24, 10, 0, Head of HR. Benefits administration, onboarding, offboarding. No payroll related duties. No access to business banking accounts.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-08

Designations