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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pirates Cove Marina | Ocean City | NJ | 05/2009 | 09/2018 |
| Cassedy Financial Group, Inc | Tampa | FL | 08/2016 | 03/2026 |
| First Allied Securities, Inc. | San Diego | CA | 08/2016 | 05/2022 |
| The University Of Tampa | Tampa | FL | 01/2016 | 12/2019 |
| Cassedy Financial Group, Inc. | Tampa | FL | 03/2026 | Present |
1) NOTARY SERVICES; NOTARY PUBLIC; ATTORNEY/PARALEGAL/NOTARY SERVICES; START DATE: 9/8/21 4 HOURS PER MONTH. 2) ADRIENNE LAM; POWER OF ATTORNEY; FIDUCIARY POSITION; START DATE: 9/8/2021; 4 HOURS PER MONTH. 3) REAL ESTATE; OWNER; REAL ESTATE; START DATE 9/8/2021; 8 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-28 |
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