Craig Casazza

Current Employers

Employment History

• 04/2019 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
• 02/2007 → 04/2019
  Vaquero Club
  Westlake, TX
• 06/2019 → 10/2019
  Bank Of America, N.A.
  Southlake, TX
• 11/2019 → 03/2020
  Fedex
  2701, TX
• 01/2020 → 03/2020
  Harmony Public School
  Euless, TX
• 03/2020 → 07/2021
  Amazon
  Northlake, TX
• 06/2021 → 06/2022
  New York Life Insurance Company
  Dallas, TX
• 08/2021 → 07/2022
  Nylife Securities Llc
  Dallas, TX
• 07/2022 → 03/2023
  W&S Brokerage Services
  Cincinnati, OH
• 07/2022 → 03/2023
  Western & Southern Life
  Westlake, TX
• 03/2023 → 11/2023
  Thrivent Investment Management Inc
  Denton, TX
• 03/2023 → 11/2023
  Thrivent Financial
  Appleton, WI
• 11/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2023-04-04 → 2023-07-05
  Thrivent Investment Management Inc.
  Denton, TX
  Minneapolis, MN

Other Businesses

OBA-120363|OrgNmn:Message to Momentum|Org Addr:Newport Be,California,US|OBA Nature:executive communication coachi|Invst Rel:N|Title:Independent Contractor|Duties:training facilitator|StrtDt:07-07-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-04-01
• S63 Uniform Securities Agent State Law Examination
  2021-10-11

Other Names

• Craig Casazza
• Craig Ryan Casazza