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Kasey Gaines

Psalm Capital

Atlanta, GA

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Current Employers
Psalm Capital

3017 Bolling Way Ne #134, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-31
GA RA APPROVED 2023-06-16
  • LA RA
    APPROVED
    Since 2023-07-31
  • GA RA
    APPROVED
    Since 2023-06-16

Branch Locations

3017 Bolling Way Ne #134, Atlanta, GA 30305 • 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
Rbc Capital Markets, Llc Newport Beach CA 08/2020 06/2023
Independent Capital Management Los Angeles CA 01/2019 08/2020
Jp Morgan Chase Co Malibu CA 10/2017 04/2018
Pepperdine University Malibu CA 08/2016 12/2018
Psalm Capital Llc Miami FL 01/2023 Present
  • 08/2020 → 06/2023
    Rbc Capital Markets, Llc
    Newport Beach, CA
  • 01/2019 → 08/2020
    Independent Capital Management
    Los Angeles, CA
  • 10/2017 → 04/2018
    Jp Morgan Chase Co
    Malibu, CA
  • 08/2016 → 12/2018
    Pepperdine University
    Malibu, CA
  • 01/2023 → Present
    Psalm Capital Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-04
S65 Uniform Investment Adviser Law Examination 2020-05-30
  • S63 Uniform Securities Agent State Law Examination
    2021-01-04
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
Designations

View on SEC IAPD

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NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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