Casey Bailey Weade

Employer firm

Howard Bailey Securities, LLC CRD 282712

$583M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING, THIRD PARTY MONEY MANAGERS, SUB ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 04/2017
  Global Financial Private Capital
  Sarasota, FL
• 03/2016 → Present
  Howard Bailey Securities, Inc.
  Fort Wayne, IN

Previous Registrations

• 2011-07-13 → 2017-04-13
  Global Financial Private Capital, Inc.
  Fort Wayne, IN
  Sarasota, FL
• 2010-05-14 → 2011-07-25
  Grove Point Investments, Llc
  Fort Wayne, IN
  Fort Wayne, IN
  Fort Wayne, IN

Other Businesses

1.) Howard Bailey Financial, Inc.: investment related; 5916 Covington Road, Fort Wayne, IN, 46804; insurance sales entity; CEO; 02/25/2011; 40 hours per month; 40 hours during trading hours 2.) Purpose Based Properties, LLC.: investment related; 6526 W. Jefferson Boulevard, Fort Wayne, IN, 46804; real estate holding company; manager; 01/25/2019; one hour per month; zero hours during trading hours 3.) Rainmaker Marketing Solutions, LLC.: not investment related; 5916 Covington Road, Fort Wayne, IN, 46804; marketing consulting and ad agency; president; 12/22/14; five hours per month; zero hours during trading hours 4.) Howard Bailey Risk Management, LLC: investment related; 6526 West Jefferson Blvd., Fort Wayne, IN, 46084; risk management entity; manager; 12/17/2015; one hour per month; zero hours during trading hours 5.) Captive Alternative Investments, LLC.: investment related; 6526 W. Jefferson Boulevard, Fort Wayne, IN, 46804; private financing entity; manager; 01/22/2018; two hours per month; zero hours during securities trading hours 6.) Captivating Capital, LLC.: investment related; 5916 Covington Road, Fort Wayne, IN, 46804; private financing entity; 08/27/2020; one hour per month; zero hours during securities trading hours 7.) Yavin Solar, a solar leasing company; sole owner. Howard Bailey's Part 2A discloses this OBA.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant