Cassidy Theresa Ammons

Current Employers

Employment History

• 02/2021 → 02/2023
  Trifound Advisory Llc
  Fort Myers, FL
• 11/2019 → 02/2021
  Trifound Financial Llc
  Fort Myers, FL
• 06/2019 → 09/2019
  Gatorade
  Gainesville, FL
• 09/2019 → 11/2019
  Unemployed
  Cape Coral, FL
• 02/2016 → 06/2019
  University Of Florida Athletic Association
  Gainesville, FL
• 08/2015 → 05/2019
  University Of Florida
  Gainesville, FL
• 03/2023 → Present
  National Life Group
  Chicago, IL
• 03/2023 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2021-02-12 → 2023-03-06
  Vertis Wealth, Llc
  Chicago, IL
  Fort Myers, FL

Other Businesses

*LAKESHORE FINANCIAL,1 N. FRANKLIN STREET, STE 3450, CHICAGO, IL 60606,03/01/2023,INV REL,ONGOING,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK*NATIONAL LIFE,1 N. FRANKLIN STREET, STE 345O, CHICAGO, IL 60606,03/01/2023,ONGOING,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK*CHICAGO WEALTH,1 N. FRANKLIN STE, 3450,CHICAGO,IL 60606,INV REL,DURING TRD/HRS,05/10/2024,ONGOING,DBA FOR WORKSHOPS AND MEDIA,AGENT,INSURANCE,40%*LAKESHORE FINANCIAL STRATEGIES, ADMIN ASSISTANT, 1 N FRANKLIN ST., #3450, CHICAGO, IL 60606,02/04/2026,ONGOING, INV REL, DURING TRD/HRS, 10 HRS/WK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-01