Casey Harding

Current Employers

Employment History

• 07/2014 → 09/2020
  Guidestone Financial Resources
  Dallas, TX
• 09/2020 → 01/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2020 → 01/2022
  Northwestern Mutual Investment Services Llc
  Fort Worth, TX
• 02/2021 → 01/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2022 → 09/2023
  Sagepoint Financial, Inc.
  Midlothian, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Midlothian, TX

Previous Registrations

• 2022-01-05 → 2023-09-01
  Osaic Services, Inc.
  Midlothian, TX

Other Businesses

1. 100% OWNER, 324 FAIRCREST DRIVE, 324 FAIRCREST DRIVE, ARLINGTON, , TEXAS, 76018, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/13/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, DECIDE RENTAL RATE AND TENANT OCCUPANCY. AS WELL AS WHEN TO MAKE REPAIRS AND MAINTENANCE ON THE HOME. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 3. CASEY HARDING POSITION: Owner NATURE: Sole Proprietorship, Rental Investment Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2009 ADDRESS: 7021 Cedar Ct, Ovilla TX 75154, United States DESCRIPTION: DECIDE RENTAL RATE AND TENANT OCCUPANCY. AS WELL AS WHEN TO MAKE REPAIRS AND MAINTENANCE ON THE HOME. 4. MICHAEL HILL DBA WEALTH ADVISOR COUNSEL POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2022 ADDRESS: 641 Highlander Ave, Midlothian TX 76065, United States DESCRIPTION: Meeting with clients to discuss financial planning. Prospecting and Marketing. Administrative duties. 5. NATIONAL LIFE GROUP POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2022 ADDRESS: One National Life Drive, Montpelier VT 05604, United States DESCRIPTION: Running quotes and discussing coverage options with clients. Field Underwriting. 6. DI BROKERWEST POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2022 ADDRESS: 8100 SW Nyberg St #220, Tualatin OR 97062, United States DESCRIPTION: Running quotes for insurance policies. Discussing coverage options with clients. 7. HILL FINANCIAL GROUP POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 30 START DATE: 01/05/2022 ADDRESS: 641 Highlander Ave, Midlothian TX 76065, United States DESCRIPTION: I meet with clients and prospect to discuss financial planning. I do administrative duties such as opening accounts through application processing. Marketing by being involved in the local community. 8. PAWS OF REFLECTION POSITION: Board Member NATURE: Non-Profit helping with equine and animal assisted counseling. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 5431 Montgomery Rd, Midlothian TX 76065, United States DESCRIPTION: To advise and give counsel and oversite of the directions and management of the organization. 9. HARDING EQUITY, PLLC POSITION: President NATURE: LLC - S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/11/2024 ADDRESS: 7021 Cedar Ct, Ovilla TX 75154, United States DESCRIPTION: This is for managing my income and expenses to help with taxes. It will not be a public facing entity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-03

Designations

Other Names

• Casey Scott Harding
• Casey Harding