Jordan Vincent Cassiani

Current Employers

Employment History

• 06/2017 → Present
  New Heights
  Appleton, WI
• 05/2022 → 06/2023
  Legacy Investment Services
  Appleton, WI
• 09/2019 → 05/2023
  College
  Green Bay, WI
• 10/2000 → 06/2017
  Unemployed
  Appleton, WI
• 09/2022 → 06/2023
  Woodbury Financial Inc,
  Appleton, WI
• 06/2023 → 01/2024
  Woodbury Financial Inc,
  Appleton, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Appleton, WI

Previous Registrations

• 2023-01-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Appleton, WI

Other Businesses

1. JVC LEASING POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2008 ADDRESS: 5107 N Ballard Road, STE 200, Appleton WI 54913, United States DESCRIPTION: Lease out various equipment 2. CASSIANI LEGACY POSITION: Admin NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2022 ADDRESS: 5107 N Ballard Road, STE 200, Appleton WI 54913, United States DESCRIPTION: Administrative Duties for Julie Cassiani 3. NEW HEIGHTS INSURANCE POSITION: Sales Rep NATURE: LLC / Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2018 ADDRESS: 5107 N Ballard Road, STE 200, Appleton WI 54913, United States DESCRIPTION: -Sell life insurance and fixed annuities 4. VINCENT VENTURES LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2022 ADDRESS: 5107 N Ballard Road, Appleton WI 54913, United States DESCRIPTION: Starting to invest in real estate through renting property. 5. LEGACY INVESTMENT SERVICES, INC. POSITION: Agent NATURE: It is marketing business name. Fixed products INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2023 ADDRESS: 5107 N Ballard Road, STE 200, Appleton WI 54913, United States DESCRIPTION: Nothing, It is a marketing name. 6. NEW HEIGHTS INSURANCE POSITION: Sales Rep NATURE: LLC / Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2018 ADDRESS: 5107 N Ballard Road, STE 200, Appleton WI 54913, United States DESCRIPTION: -Sell life insurance and fixed annuities

Exams

• S66 Uniform Combined State Law Examination
  2023-01-14