Bryan Thomas Cassells

Current Employers

Employment History

• 12/2009 → 11/2016
  Capital Guardian Wealth Management
  Charlotte, NC
• 12/2009 → 11/2016
  Capital Guardian, Llc
  Charlotte, NC
• 12/2016 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 12/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Charlotte, NC
  Kings Mountain, NC
  Jacksonville, NC
• 2016-12-02 → 2019-03-01
  Questar Asset Management, Inc.
  Charlotte, NC
  Minneapolis, MN
• 2009-12-11 → 2016-11-30
  Capital Guardian Wealth Management, Llc
  Charlotte, NC
  Miami, FL
• 2009-06-01 → 2009-12-19
  Morgan Stanley
  Charlotte, NC
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Charlotte, NC
  Charlotte, NC
  New York, NY
  Charlotte, NC
• 2004-12-03 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Charlotte, NC
• 2004-04-08 → 2004-12-06
  Morgan Stanley Dw Inc.
  Charlotte, NC

Other Businesses

1. GCG WEALTH MANAGEMENT. POSITION: Insurance Agent. NATURE: Sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/05/2016 ADDRESS: 9115 Harris Corners Pkwy, Suite 250, Charlotte NC 28269, United States DESCRIPTION: Offering fixed annuities, health, life, long-term care and disability insurance. 2. GCG WEALTH MANAGEMENT INC POSITION: Finacial Advisor NATURE: sales of fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/03/2016 ADDRESS: 9115 Harrris Corners Pkwy, Suite 250, Charllote NC 28269, United States DESCRIPTION: present life and disability insurance products 3. GCG POSITION: Managing Director NATURE: Brinkley Financial Group is and affiliate of GCG Wealth Management and it is a DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/06/2021 ADDRESS: 1419 Shelby Road, Kings Mountain NC 28086, United States DESCRIPTION: This is an DBA that GCG Wealth Management bought out their book of business and I am managing the assets. 4. GCG POSITION: Investment Advisor Representative NATURE: Cooper Investment Company is affiliate of GCG Wealth Management and is a DBA, not OBA. I am paid by GCG Wealth Management W-2 to help service this book of business and I receive no commissions etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2023 ADDRESS: 113 N Marine Blvd, Ste B, Jacksonville NC 28540, United States DESCRIPTION: This is a DBA that GCG Wealth Management bought out their book of business and I am managing the assets.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-22
• S63 Uniform Securities Agent State Law Examination
  2003-06-02

Other Names

• Bryan T. Cassells