Inactive

Cassidy Jean Susi

Succession Financial, Inc

Quaker Hill, CT

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Current Employers

Succession Financial, Inc

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-06-27
TX	RA	APPROVED	2025-06-27

CT RA
APPROVED

Since 2025-06-27
TX RA
APPROVED

Since 2025-06-27

Branch Locations

Quaker Hill, CT • United States

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • 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

Organization	City	State	From	To
Succession Financial, Inc.	Plano	TX	06/2024	Present
Deloitte	Boston	MA	07/2023	03/2024
Da Vinci Ristorante	Waltham	MA	10/2022	05/2023
Deloitte	Boston	MA	06/2022	08/2022
Janney Montgomery Scott	Westbrook	CT	06/2021	05/2022
Student	Waltham	MA	04/2014	06/2021
Succession Financial, Inc.	Mckinney	TX	02/2024	Present
Wealthstar Advisors, Llc	Plano	TX	03/2025	02/2026

06/2024 → Present

Succession Financial, Inc.

Plano, TX
07/2023 → 03/2024

Deloitte

Boston, MA
10/2022 → 05/2023

Da Vinci Ristorante

Waltham, MA
06/2022 → 08/2022

Deloitte

Boston, MA
06/2021 → 05/2022

Janney Montgomery Scott

Westbrook, CT
04/2014 → 06/2021

Student

Waltham, MA
02/2024 → Present

Succession Financial, Inc.

Mckinney, TX
03/2025 → 02/2026

Wealthstar Advisors, Llc

Plano, TX

Previous Registrations

2025-03-26 → 2026-02-03

Wealthstar Advisors, Llc

Plano, TX

Quaker Hill, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-06

S65 Uniform Investment Adviser Law Examination

2024-06-06

Other Names

Cassidy Susi

View on SEC IAPD

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