Ian Matthew Casey

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-11
NC	RA	APPROVED	2025-09-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Ohio State University Fisher College Of Business	Columbus	OH	08/2020	05/2024
Cannon School	Concord	NC	08/2014	05/2020
Bankers Life & Casualty, Inc	Charlotte	NC	07/2024	08/2025
Bankers Life Securities, Inc	Charlotte	NC	04/2025	08/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	08/2025	Present
Home Depot	Concord	NC	06/2022	07/2022
Everything Parking Inc	Columbus	OH	02/2023	03/2023
Towne Park	Columbus	OH	01/2022	05/2024
Swim Club Management Group	Huntersville	NC	05/2020	08/2021
Surfside Pools And Spas	Plain City	OH	05/2023	08/2023
Bank Of America, N.A.	Charlotte	NC	10/2025	Present

08/2020 → 05/2024

The Ohio State University Fisher College Of Business

Columbus, OH
08/2014 → 05/2020

Cannon School

Concord, NC
07/2024 → 08/2025

Bankers Life & Casualty, Inc

Charlotte, NC
04/2025 → 08/2025

Bankers Life Securities, Inc

Charlotte, NC
08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
06/2022 → 07/2022

Home Depot

Concord, NC
02/2023 → 03/2023

Everything Parking Inc

Columbus, OH
01/2022 → 05/2024

Towne Park

Columbus, OH
05/2020 → 08/2021

Swim Club Management Group

Huntersville, NC
05/2023 → 08/2023

Surfside Pools And Spas

Plain City, OH
10/2025 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-26

Other Firms