Kevin Howard Cassidy

Current Employers

Employment History

• 05/2018 → 04/2020
  Investment Marketing Resources, Lp
  Houston, TX
• 07/2011 → 05/2018
  Sulzer Chemtech Usa, Inc
  Houston, TX
• 05/2018 → 08/2018
  Sagepoint Financial, Inc.
  Houston, TX
• 01/2020 → 04/2020
  Houston Asset Management, Inc
  Houston, TX
• 04/2020 → 09/2020
  Allworth Financial
  Houston, TX
• 04/2020 → 09/2020
  Aw Securities
  Houston, TX
• 10/2020 → 09/2023
  Sagepoint Financial, Inc.
  Houston, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2020-10-08 → 2023-09-01
  Osaic Services, Inc.
  Houston, TX
• 2020-04-01 → 2020-09-29
  Allworth Financial, L.P.
  Folsom, CA
  Houston, TX
• 2020-01-03 → 2020-07-07
  Houston Asset Management, Inc.
  Houston, TX

Other Businesses

1. VERITAS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2020 ADDRESS: 1800 Bering Dr Ste 395, Houston TX 77057-3156, United States DESCRIPTION: Financial Planning, Investment Management, client meetings. 2. JUNIOR ACHIEVEMENT ABILENE POSITION: Director NATURE: non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/10/2024 ADDRESS: 402 Cypress St, Abilene TX 79601, United States DESCRIPTION: On board of directors to support organizational decisions including staffing, messaging, encouraging donations and funding. 3. PRESBYTERIAN MEDICAL CARE MISSION POSITION: Director NATURE: This is a 501(c)(3) private, independent, non-profit corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/28/2023 ADDRESS: 1857 Pine St, Abilene TX 79601, United States DESCRIPTION: A director of Presbyterian Medical Care Mission supports donation and gift giving from the community, reviews the budget and supports ways to continue providing care to low-resource community members. Committee assignments can include governance, fundraising, and personnel.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-08
• S63 Uniform Securities Agent State Law Examination
  2018-08-24

Designations

Other Names

• Kevin Cassidy