Casey Lynn Caldwell is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with CNL EDUCATIONAL INSTITUTE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CNL EDUCATIONAL INSTITUTE, LLC | 2019-09-20 | present | Yes |
| TRILOMA ENERGY ADVISORS LLC | 2017-11-28 | 2019-03-14 | — |