# Casey Cason

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.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TACTIVE ADVISORS, LLC](https://search.stillhousedata.com/firm/309311) | 2026-01-12 | present | Yes |
| [BROOKWOOD INVESTMENT GROUP](https://search.stillhousedata.com/firm/316544) | 2025-12-18 | present | Yes |
| [REDWOOD PRIVATE WEALTH](https://search.stillhousedata.com/firm/312942) | 2021-12-13 | 2025-03-31 | — |
| [WORLD EQUITY GROUP, INC.](https://search.stillhousedata.com/firm/29087) | 2020-01-07 | 2021-08-25 | — |
| [TRIUMPH WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/153175) | 2019-06-27 | 2021-07-27 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2019-03-01 | 2019-06-28 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2017-09-11 | 2019-03-01 | — |
| [GRADIENT SECURITIES, LLC](https://search.stillhousedata.com/firm/127701) | 2016-11-09 | 2017-09-12 | — |
| [CUE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/21033) | 2013-10-28 | 2016-11-17 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2008-07-14 | 2013-12-13 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2003-05-19 | 2003-09-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4637180)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4637180.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.