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16414 San Pedro Suite 930, San Antonio, TX 78232-5185 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-23 |
Branch Locations
16414 San Pedro Suite 930, San Antonio, TX 78232 • United States
2012-D North Point Blvd, Tallahasse, FL 32308 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassedy And Company | Tallahassee | FL | 10/1993 | Present |
| Mcnally Financial Services Corporation | San Antonio | TX | 04/2010 | Present |
DBA, Cassedy and Company - Act in the capacities as a registered representative and investment advisor representative under this DBA for offering securities through McNally Financial Services Corporation. Investment related. Start date of this relationship was in 2011. Located at 2012-D North Point Blvd, Tallahassee, FL 32308.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1980-02-04 |
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