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Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community College Of Denver- Office Of Registration & Record | Denver | CO | 08/2015 | 01/2017 |
| The Star: Journal Of Excellence | Denver | CO | 01/2017 | 05/2017 |
| Snarf's Sandwiches | Denver | CO | 05/2017 | 08/2017 |
| Csu College Of Business Hr Office | Fort Collins | CO | 08/2017 | 05/2018 |
| Firstbank | Denver | CO | 05/2018 | 08/2018 |
| Colab Lsc Marketing | Fort Collins | CO | 08/2018 | 05/2019 |
| Firstbank | Denver | CO | 11/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Denver | CO | 06/2019 | 01/2020 |
| Iwp Wealth Management | Denver | CO | 01/2020 | 10/2021 |
| City And County Of Denver | Denver | CO | 10/2021 | Present |
| Fox Meadow Financial Planning | Denver | CO | 01/2025 | Present |
Cassandra is currently employed by the City and County of Denver, a non-investment-related government municipality located at 201 W Colfax Ave, Denver CO, 80202. Cassandra has worked there as a W2 employee in the position of Systems Analyst since October 2021. In this role, Cassandra develops and maintains Workday reports and dashboards and performs related system maintenance. Cassandra devotes approximately 160 hours per month to this position, including around 40 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-25 |
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