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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

CASEY SHAY Jorgensen

Advisor at CYNDEO WEALTH PARTNERS

ST. PETERSBURG, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 24, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CYNDEO WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 22, 2014
First registration: Nov 24, 2014
Dual registered: yes, broker-dealer
Other names: CASEY SHAY MCKEON
IAPD individual key: 6068852

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CYNDEO WEALTH PARTNERS	Independent wealth	Sep 9, 2026	n/a	yes	ST. PETERSBURG, FL	Current employment
DYNASTY WEALTH MANAGEMENT, LLC	Asset manager	Feb 24, 2022	Aug 10, 2026	no	ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 2, 2017	Nov 23, 2020	no	ST. PETERSBURG, FL	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Nov 24, 2014	Feb 3, 2017	no	Charlotte, NC\|Charleston, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DYNASTY WEALTH MANAGEMENT, LLC	CYNDEO WEALTH PARTNERS	Aug 10, 2026	Sep 9, 2026	30	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	DYNASTY WEALTH MANAGEMENT, LLC	Nov 23, 2020	Feb 24, 2022	458	Firm change after gap	Other
ROBERT W. BAIRD & CO. INCORPORATED	RAYMOND JAMES & ASSOCIATES, INC.	Feb 3, 2017	Feb 2, 2017	-1	Firm change	Other

Relationships

Registered with (4)

→ CYNDEO WEALTH PARTNERSRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ DYNASTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 24, 2022 to Aug 10, 2026factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 2, 2017 to Nov 23, 2020factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Nov 24, 2014 to Feb 3, 2017factForm ADV

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
Casey Shay Jorgensen left Dynasty Wealth Management, Llc for Cyndeo Wealth Partners (registered 2026-09-09)
Form ADVobserved 3 days ago