Casey Lee Wesson

Current Employers

Employment History

• 05/2016 → 09/2024
  Fidelity Brokerage Services Llc
  Broomfield, CO
• 07/2018 → 09/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2024 → Present
  Gainline Financial Partners
  Louisville, CO

Previous Registrations

• 2018-07-13 → 2024-09-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-10-06 → 2018-07-13
  Strategic Advisers Llc
  Broomfield, CO

Other Businesses

ENTITY NAME: SAASTR; INVESTMENT RELATED: NO; ADDRESS: SAN FRANSICO, CA; NATURE OF THE OTHER BUSINESS: HELPING WITH THEIR ANNUAL CONFERENCE IN OPERATIONS MANAGEMENT; POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGEMENT; START DATE: 1/1/2024; APPROXIMATE # OF HOURS A MONTH: 8 HOURS PER MONTH; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 8; BRIEFLY DESCRIBE YOUR DUTIES: PROBLEM SOLVING OPERATIONS ISSUES DURING EVENT, EVENT MANAGEMENT, TEMP STAFF MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-28
• S63 Uniform Securities Agent State Law Examination
  2016-08-31

Other Names

• Casey Lee Fleming