# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2026-06-17 | present | Yes |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2025-12-26 | 2026-05-29 | — |
| [AMERITAS ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/317245) | 2025-05-19 | 2025-10-30 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-01-27 | 2025-02-13 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2021-04-09 | 2022-10-14 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2021-04-07 | 2023-09-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6598556)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6598556.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.