Casey James Rease

Raymond James & Associates, Inc.

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Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-22
TX	RA	APPROVED	2024-10-21

FL RA
APPROVED

Since 2024-10-22
TX RA
APPROVED

Since 2024-10-21

Branch Locations

2536 Countryside Blvd 6Th Floor Suite 601, Clearwater, FL 33763 • 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

Organization	City	State	From	To
Morgan Stanley	Palm Harbor	FL	03/2013	10/2024
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	10/2024
Raymond James & Associates Inc.	Clearwater	FL	10/2024	Present

03/2013 → 10/2024

Morgan Stanley

Palm Harbor, FL
01/2015 → 10/2024

Morgan Stanley Private Bank, National Association

New York, NY
10/2024 → Present

Raymond James & Associates Inc.

Clearwater, FL

Previous Registrations

2013-05-14 → 2024-11-04

Morgan Stanley

Tampa, FL

South Jordan, UT

Palm Harbor, FL
2012-06-05 → 2013-03-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Petersburg, FL
2010-06-30 → 2012-05-21

T. Rowe Price Advisory Services, Inc.

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-05-05

S66 Uniform Combined State Law Examination

2010-05-05

Other Names

Casey J. Rease
Casey James Rease

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.

USA FINANCIAL SECURITIES LLC

BEDINGHAUS FINANCIAL GROUP, INC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA

ESTHER LYNN ROPP

MICHAEL JAMES BURROWS

TODD DANIEL BASLER

JOAN ELISE KREBEL

Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL

PFS INVESTMENTS INC. · CLEARWATER, FL

PFS INVESTMENTS INC. · CLEARWATER , FL

USA FINANCIAL SECURITIES LLC · Clearwater, FL

BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL

EDWARD JONES · CLEARWATER, FL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

More in Clearwater, FL

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