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Registered advisor
A••••• S•••••• S•••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as A••••• S•••••• Mccasland
At current firm
1 y
since Jan 2, 2025
In the industry
31 y
since Feb 13, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Jan 2, 2025 · Troy, Mi
- S•••••••• A••••••• L•• national BDNov 29, 2007 to Oct 19, 2017 · Westlake, Tx
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedSep 29, 2004 to Mar 9, 2007 · Dallas, Tx
- A••••••••• A•••••• S•••••••• I••• unclassifiedJun 30, 2003 to Sep 16, 2004 · Irving, Tx
- C•••••• L•• independent RIAOct 3, 2002 to Jul 10, 2003 · Farmers Branch, Tx
Moves
a registration end followed by a registration begin elsewhere
- S•••••••• A••••••• L•• to L•• F•••••••• L••left Oct 19, 2017, registered Jan 2, 2025 (2632 days) · Affiliated broker-dealer or bank to another
- B••• O• A•••••• I••••••••• S•••••••• I••• to S•••••••• A••••••• L••left Mar 9, 2007, registered Nov 29, 2007 (265 days) · Other
- A••••••••• A•••••• S•••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Sep 16, 2004, registered Sep 29, 2004 (13 days) · Other
- C•••••• L•• to A••••••••• A•••••• S•••••••• I•••left Jul 10, 2003, registered Jun 30, 2003 (-10 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address