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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-09
  • FL RA
    APPROVED
    Since 2024-09-09

Branch Locations

2005 Vista Pkwy Ste 112, West Palm Beach, FL 33411 • United States

Boynton Beach , FL • 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
Cambridge Investment Research, Inc. Fairfield IA 01/2015 02/2019
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2015 02/2019
Cadaret, Grant & Co., Inc. Lake Worth FL 02/2019 09/2024
Osaic Wealth, Inc. Lake Worth FL 09/2024 Present
Previous Registrations
  • 2019-02-26 → 2024-09-06
    Cadaret, Grant & Co., Inc.
    Jericho, NY
    Lake Worth, FL
    Boca Raton, FL
  • 2015-01-23 → 2019-03-12
    Boynton Beach, FL
  • 2008-06-05 → 2015-02-02
    Msi Financial Services, Inc.
    Boyton Beach, FL
    Fort Lauderdale, FL
    Green Acres, FL
    Fort Lauderdale, FL
Other Businesses

1) GEOFFREY KASHER FINANCIAL, LLC POSITION: Sales Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1991 ADDRESS: 6922 Willow Creek Run, Lake Worth FL 33463 DESCRIPTION: Sales of whole life, term life, disability, and LTC insurance, fixed annuities 2) Society of Retired Business Execs, local, Florida Volunteer since 7/15/23, mentor individuals who want to start or improve their business, 20 hours per month, 0 during trading, Not investment-related. 3) GEOFFREY KASHER FINANCIAL LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/05/2015 ADDRESS: 6922 Willow Creek Run, #324, Lake Worth FL 33463 DESCRIPTION: DBA is used for marketing securities activities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-17
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2008-05-17
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Geoffrey Kasher
  • Geoff Kasher
  • Geoffrey B Kasher
  • Geoff B Kasher

View on SEC IAPD

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