Cassidy Moulton is a registered investment advisor, based in Bettendorf, IA, with 9 years of industry experience.
Location
2535 Tech Dr., Ste. 306, Bettendorf, IA, 52722
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cassidy works as an advisory representative of a registered investment advisor and as an agent using a trade name, dedicating full-time hours to these investment-related activities. Cassidy also works as a soccer official, spending about a quarter of their time on this non-investment related activity, and is an independent insurance agent for various companies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Quad City Investment Center
LPL Financial LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.