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450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-20 |
Branch Locations
450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triloma Financial Group | Winter Park | FL | 06/2015 | 08/2019 |
| Cnl Securities | Orlando | FL | 08/2019 | Present |
| Cnl Educational Institute, Llc | Orlando | FL | 09/2019 | Present |
Associated with CNL Educational Institute, LLC. Casey does not sell investment products, provide financial advice, make recommendations and is not involved with research. Director, Product Management, CNL Strategic Residential, 450 S. Orange Avenue, Suite 1400, Orlando, FL 32804, 40 hours per week during trading hours, start date 4/1/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-20 |
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