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2400 W Horizon Ridge Pkwy, Henderson, NV 89052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
2400 W Horizon Ridge Pkwy, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassady Wealth & Retirement Planning L.L.C. | Henderson | NV | 11/2024 | Present |
| Gradient Securities Llc | Arden Hills | MN | 10/2024 | Present |
| Lpl Financial Llc | Henderson | NV | 02/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Henderson | NV | 01/2023 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Henderson | NV | 08/2022 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Henderson | NV | 03/2020 | 02/2024 |
| Full Time Student | Las Vegas | NV | 01/2014 | 05/2021 |
| Julie R. Malonzo, Sole Proprietor | Henderson | NV | 05/2023 | Present |
(1) CASSADY WEALTH & RETIREMENT PLANNING L.L.C.; INV RELATED; HENDERSON, NV ; RIA; IAR;START 11/2025; 100/ HRS MO; 50 HOURS DURING SECURITIESTRADING HOURS; PROVIDES FINANCIAL PLANNING & INVESTMENT MANAGEMENT SERVICES. (2) GRADIENT SECURITIES LLC; YES; ARDEN HILLS, MN; BROKER DEALER; REGISTEREDREPRESENTATIVE; 10/2024; 50/ HRS MO; 25/ HOURS DURING SECURTIES TRADING HOURS; (3) Julie Malonzo, Sole proprietor; Yes; Henderson, NV; Insurance Agent; 05/2023; 10/ HRS MO; 0/ HRS MO (4) EMBERXFROST; NOT INV RELATED; NORTH LAS VEGAS; FRONT DESK RECEPTIONIST; START 9/2025; 16 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; PROVIDES ADMINISTRATIVE ASSISTANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-17 |
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