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Cassidy Free

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-10
  • TX RA
    APPROVED
    Since 2021-11-10

Branch Locations

13355 Noel Rd, Dallas, TX 75240 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 07/2021 Present
Merrill Lynch Dallas TX 06/2020 08/2020
Highside Global Management Dallas TX 08/2019 12/2019
Wealth Partners Alliance Dallas TX 06/2019 07/2019
Culver Academies Culver IN 08/2013 06/2017
Southern Methodist University Dallas TX 08/2017 05/2021
Neoteca Barrington IL 06/2018 07/2018
Bank Of America, N.A. Dallas TX 12/2021 Present
  • 07/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Dallas, TX
  • 06/2020 → 08/2020
    Merrill Lynch
    Dallas, TX
  • 08/2019 → 12/2019
    Highside Global Management
    Dallas, TX
  • 06/2019 → 07/2019
    Wealth Partners Alliance
    Dallas, TX
  • 08/2013 → 06/2017
    Culver Academies
    Culver, IN
  • 08/2017 → 05/2021
    Southern Methodist University
    Dallas, TX
  • 06/2018 → 07/2018
    Neoteca
    Barrington, IL
  • 12/2021 → Present
    Bank Of America, N.A.
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-09
Other Names
  • Cassie Free
  • Cassie Free

View on SEC IAPD

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