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Ada, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-04 |
| FL | RA | APPROVED | 2025-07-12 |
| PR | RA | APPROVED | 2022-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Denver | CO | 09/2019 | 01/2020 |
| Ascendo Resources | Miami | FL | 12/2018 | 09/2019 |
| Unemployed | Miami | FL | 05/2018 | 12/2018 |
| Kaufman, Rossin & Co., P.A. | Miami | FL | 02/2013 | 05/2018 |
| Measured Strategies Llc | Boca Raton | FL | 01/2020 | Present |
Casey is a CPA and prepares tax returns and tax estimates for family and friends. He spends approximately 5-10 hours per month in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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