Casey Luke Short

Current Employers

Provision Asset, Llc

Little Elm, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-01-19

TX RA
APPROVED

Since 2016-01-19

Branch Locations

Oak Point, TX • 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

Organization	City	State	From	To
Provision Asset, Llc	Little Elm	TX	01/2016	Present
Provision Retirement, Llc	Little Elm	TX	05/2013	Present
Council Of Financial Educators	St. Petersburg	FL	02/2019	Present

01/2016 → Present

Provision Asset, Llc

Little Elm, TX
05/2013 → Present

Provision Retirement, Llc

Little Elm, TX
02/2019 → Present

Council Of Financial Educators

St. Petersburg, FL

Previous Registrations

2015-01-20 → 2016-01-18

Gradient Advisors, Llc

Little Elm, TX

Arden Hills, MN

Other Businesses

PROVISION RETIREMENT, LLC; 2133 GREGORY CREEK DRIVE, LITTLE ELM, TX 75068; INV-RELATED; INSURANCE SALES; PRESIDENT; START 05/2013; 40+ HRS/MO; 40+ HRS/MO DURING TRADING Full Legal Business Name - Council of Financial Educators Is the Business investment-related? (yes/no) - Education Related on Retirement Topics Address COFE - Council of Financial Educators 970 Lake Carillon Drive, Suite 300 St. Petersburg, FL What is the nature of the other business? Education Your position, title, or relationship. Instructor Start date of your relationship (mm/year) 2/2019 Approximate hours a month spent on the other business 1.5 Approximate hours during trading spent on the other business Average of 1/2 hour per month Briefly describe your duties relating to the other business. Seminar Instructor

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-08-14

S65 Uniform Investment Adviser Law Examination

2013-08-14

View on SEC IAPD