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David Jakob Bauer

Cassilly Financial

Severna Park, MD

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Current Employers
Cassilly Financial

572 Baltimore Annapolis Blvd, Severna Park, MD 21146 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-29
  • MD RA
    APPROVED
    Since 2024-10-29

Branch Locations

572 Baltimore Annapolis Blvd, Severna Park, MD 21146 • 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
Trader Joes Annapolis MD 05/2017 01/2018
Siemens Beltsville MD 01/2018 01/2019
Jacobs Hanover MD 05/2019 08/2019
Undergraduate Student College Park MD 08/2015 05/2020
Northwestern Mutual Baltimore MD 09/2020 04/2021
Cassilly Financial Severna Park MD 04/2021 03/2025
Unemployed Baltimore MD 05/2020 09/2020
Cassilly Financial Severna Park MD 03/2025 Present
  • 05/2017 → 01/2018
    Trader Joes
    Annapolis, MD
  • 01/2018 → 01/2019
    Siemens
    Beltsville, MD
  • 05/2019 → 08/2019
    Jacobs
    Hanover, MD
  • 08/2015 → 05/2020
    Undergraduate Student
    College Park, MD
  • 09/2020 → 04/2021
    Northwestern Mutual
    Baltimore, MD
  • 04/2021 → 03/2025
    Cassilly Financial
    Severna Park, MD
  • 05/2020 → 09/2020
    Unemployed
    Baltimore, MD
  • 03/2025 → Present
    Cassilly Financial
    Severna Park, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-02
  • S63 Uniform Securities Agent State Law Examination
    2021-04-02
Designations
Other Names
  • David Jakob Bauer
  • Dave Bauer

View on SEC IAPD

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EDWARD JONES · Timonium, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · Timonium, MD
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FINANCIAL COUNCIL, LLC · TOWSON, MD

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