Casey Cason is an investment adviser representative (IAR) with state registration records since 2003, appearing at 11 firms. Currently registered with BROOKWOOD INVESTMENT GROUP, TACTIVE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TACTIVE ADVISORS, LLC | 2026-01-12 | present | Yes |
| BROOKWOOD INVESTMENT GROUP | 2025-12-18 | present | Yes |
| REDWOOD PRIVATE WEALTH | 2021-12-13 | 2025-03-31 | — |
| WORLD EQUITY GROUP, INC. | 2020-01-07 | 2021-08-25 | — |
| TRIUMPH WEALTH ADVISORS, INC. | 2019-06-27 | 2021-07-27 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2019-03-01 | 2019-06-28 | — |
| QUESTAR ASSET MANAGEMENT, INC. | 2017-09-11 | 2019-03-01 | — |
| GRADIENT SECURITIES, LLC | 2016-11-09 | 2017-09-12 | — |
| CUE FINANCIAL GROUP, INC. | 2013-10-28 | 2016-11-17 | — |
| CETERA WEALTH SERVICES, LLC | 2008-07-14 | 2013-12-13 | — |
| UBS FINANCIAL SERVICES INC. | 2003-05-19 | 2003-09-15 | — |