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Cason Patrick Vitello

Strategic Financial Planning, Inc.

Plano, TX

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Current Employers
Strategic Financial Planning, Inc.

6513 Preston Rd., Suite 100, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-27
  • TX RA
    APPROVED
    Since 2025-08-27

Branch Locations

6513 Preston Rd., Suite 100, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Swe Homes, Lp Houston TX 01/2024 03/2024
Mpv Consulting, Llc Houston TX 01/2023 07/2025
Lupe Tortilla Missouri City TX 07/2023 08/2023
Jw Enterprises Midland TX 05/2018 07/2018
Tru Green Midland TX 06/2019 07/2019
Strategic Financial Planning Plano TX 07/2025 Present
Robert E. Lee High School Midland TX 08/2013 06/2017
Texas A&M University College Station TX 08/2017 05/2019
University Of Texas Permian Basin Odessa TX 08/2019 05/2021
University Of Houston Houston TX 05/2023 05/2025
Houston Community College Houston TX 08/2021 05/2023
  • 01/2024 → 03/2024
    Swe Homes, Lp
    Houston, TX
  • 01/2023 → 07/2025
    Mpv Consulting, Llc
    Houston, TX
  • 07/2023 → 08/2023
    Lupe Tortilla
    Missouri City, TX
  • 05/2018 → 07/2018
    Jw Enterprises
    Midland, TX
  • 06/2019 → 07/2019
    Tru Green
    Midland, TX
  • 07/2025 → Present
    Strategic Financial Planning
    Plano, TX
  • 08/2013 → 06/2017
    Robert E. Lee High School
    Midland, TX
  • 08/2017 → 05/2019
    Texas A&M University
    College Station, TX
  • 08/2019 → 05/2021
    University Of Texas Permian Basin
    Odessa, TX
  • 05/2023 → 05/2025
    University Of Houston
    Houston, TX
  • 08/2021 → 05/2023
    Houston Community College
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-20
  • S65 Uniform Investment Adviser Law Examination
    2025-05-20

View on SEC IAPD

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