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113 South Blvd Suite 200, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
113 South Boulevard, Tampa, FL 33606 • United States
113 South Blvd Suite 200, Tampa, FL 33606 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| First Allied Securities Inc | San Diego | CA | 09/2000 | 05/2022 |
| Cassedy Financial Group, Inc. | Tampa | FL | 09/1996 | 03/2026 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 05/2022 |
| Cassedy Financial Group Inc | Tampa | FL | 03/2026 | Present |
1.) Landlord; Rent Collection; Employee; Approximately 3 Hours per month not during Trading hours. 2.) Cassedy Family Holdings LLC; Partner; Real Estate (Rental Property/Passive Investment); Start Date 03/01/2022; 4 Hours per month after trading hours. 3.)St. John's Episcopal Church & St. John's Episcopal Day School; Serves on the board for the endowment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-15 |
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