CASSANDRA JOAN MCPHERSON

CASSANDRA JOAN MCPHERSON is an investment adviser representative (IAR) with state registration records since 2021, appearing at 6 firms. Currently registered with OSAIC WEALTH, INC..

Registration history (6)

FirmFromToCurrent
OSAIC WEALTH, INC.2026-06-17presentYes
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC2025-12-262026-05-29
AMERITAS ADVISORY SERVICES, LLC2025-05-192025-10-30
CHARLES SCHWAB & CO., INC.2022-01-272025-02-13
TD AMERITRADE, INC.2021-04-092022-10-14
TD AMERITRADE INVESTMENT MANAGEMENT, LLC2021-04-072023-09-07

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