Kasey Leanne Ring

Current Employers

Employment History

• 10/1998 → 12/2024
  R&H Citrus Lp
  Visalia, CA
• 09/2015 → Present
  Upward Personal Finance, Llc
  Herber City, UT
• 04/2025 → Present
  Lpl Financial
  Heber City, UT

Previous Registrations

• 2015-12-08 → 2018-12-31
  Upward Personal Finance
  Heber City, UT
• 2012-10-01 → 2015-02-18
  J.P. Morgan Securities Llc
  Park City, UT
• 2009-12-14 → 2012-10-01
  Chase Investment Services Corp.
  Park City, UT
• 2008-10-06 → 2009-01-07
  Edward Jones
  Park City, UT
  St Louis, MO

Other Businesses

1 - 04/2025 - Upward Personal Finance, LLC - Business Owner - Not Inv Related - 20 Hours/Month - 4 Hours During Trading - UT 84032 - OBA Start Date: 04/01/2015. 2 - 04/2025 - RTI Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 80 Hours During Trading - At reported business location(s). 3 - 04/2025 - Deer Valley Resort - Ski Resort - Not Inv Related - 30 Hours/Month - UT 84060 - OBA Start Date: 12/01/2015. 4 - 04/2025 - Ritzbung Properties, LLC - Real Estate Rental - Inv Related - 5 Hours/Month - UT 84032 - OBA Start Date: 02/01/2021.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-28
• S66 Uniform Combined State Law Examination
  2008-10-03

Other Names

• Kasey L Ring