Best Investors Account Sign in
Inactive

Cassidy Richardson

Allegheny Financial Group

Pittsburgh, PA

Claim This Profile
Current Employers
Allegheny Financial Group

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-20
  • PA RA
    APPROVED
    Since 2024-12-20

Branch Locations

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • 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
Rockefellers Bar And Grille Mckees Rocks PA 09/2010 10/2016
Northwestern Mutual Investment Services Llc Pittsburgh PA 02/2016 11/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2015 11/2016
Allegheny Financial Group Pittsburgh PA 11/2016 Present
  • 09/2010 → 10/2016
    Rockefellers Bar And Grille
    Mckees Rocks, PA
  • 02/2016 → 11/2016
    Northwestern Mutual Investment Services Llc
    Pittsburgh, PA
  • 02/2015 → 11/2016
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2016 → Present
    Allegheny Financial Group
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-10
S63 Uniform Securities Agent State Law Examination 2016-04-07
  • S65 Uniform Investment Adviser Law Examination
    2019-05-10
  • S63 Uniform Securities Agent State Law Examination
    2016-04-07
Designations
Other Names
  • Cassidy Richardson

View on SEC IAPD

Other Firms

ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC
LPL FINANCIAL LLC
DS WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA
LPL FINANCIAL LLC · PITTSBURGH, PA

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor