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Mesa, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| AZ | RA | APPROVED | 2024-06-04 |
| MD | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmont Financial Partners Llc | Mesa | AZ | 03/2024 | Present |
| Casey Law Group, Pllc | Mesa | AZ | 01/2012 | Present |
| Center For Biological Diversity | Washington | DC | 03/2017 | 07/2023 |
| Open Path Financial, Llc | Mesa | AZ | 09/2025 | 02/2026 |
- name of the other business: Casey Law Group, PLLC (Legal Services) - whether the business is investment-related: The business is not investment-related - address of the other business: 1304 S. 105th Pl. Apt 3121, Mesa, AZ 85209 - nature of the other business: Legal - position: Paralegal - title: Independent Contractor - start date: 01/2012 - approximate number of hours/month you devote to the other business: 16 hours per month - number of hours you devote to the other business during securities trading hours: on average 1 hour - describe your duties relating to the other business: legal research and analysis; document preparation; case management; preparing for trial; legal billing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
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