Ryan David Cass

Current Employers

Employment History

• 06/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 05/2018 → 04/2022
  Swagelok Company
  Solon, OH
• 05/2017 → 08/2017
  Bwi Group
  Kettering, OH
• 08/2016 → 12/2016
  Hobart Filler Metals
  Troy, OH
• 08/2014 → 12/2018
  University Of Dayton
  Dayton, OH
• 04/2022 → Present
  Beacon Financial Partners
  Cleveland, OH
• 09/2022 → Present
  Beacon Financial Advisory Llc
  Cleveland, OH

Previous Registrations

• 2023-05-15 → 2026-08-27
  Capital Analysts
  Cleveland, OH

Other Businesses

I am the Operations Manager for Beacon Financial Partners and a registered representative at the broker dealer, Lincoln Investment. I do not receive any commissions for this business. Beacon Financial Advisory LLC POSITION: IAR NATURE: RIA - Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 65 START DATE: 09/05/2023 ADDRESS: 25825 Science Park Dr #110 Cleveland, OH 44122 United States DESCRIPTION: Investment advisor representative and client servicing FIXED LIFE INSURANCE AND ANNUITY SALES POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 08/01/2023 ADDRESS: 888 S. Harrison Street, Suite 900, Fort Wayne IN 46802, United States DESCRIPTION: I utilize Ash Brokerage as a life insurance broker mostly withterm life for clients who desire/need life insurance.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-12

Other Names

• Ryan Cass