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CASANDRA ANN JOHNSON
CASANDRA ANN BASS, CASANDRA BASS, CASEY BASS
CRD#: 5332300
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Investment Adviser
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Previous Broker
MONTIS FINANCIAL, LLCCRD#: 163986 Bolton, MA
Registration History
20082010201220142016201820202022202420262 FIRMS2014 - 2019 (5 years)IAMONTIS FINANCIAL, LLC (CRD# 163986)2024 - Present (<1 year)BAXA ADVISORS, LLC (CRD# 6627)2012 - 2013 (1 year)BQUASAR DISTRIBUTORS, LLC (CRD# 103848)2011 - 2012 (1 year)BSTATE STREET GLOBAL MARKETS, LLC (CRD# 30107)2008 - 2011 (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2007 - 2007 (<1 year)IAFINANCIAL NAVIGATORS INC. (CRD# 134873)2019 - 2024 (5 years)IAAXA ADVISORS, LLC (CRD# 6627)2013 - 2013 (<1 year)
License(s)

State Registrations

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Massachusetts 11/5/2024

Current Registration(s)
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MONTIS FINANCIAL, LLC (CRD#:163986)
Bolton, MA
Registered with this firm since 11/5/2024

Previous Registration(s)
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04/16/2019 - 10/08/2024 FINANCIAL NAVIGATORS INC. (CRD#:134873) BOLTON, MA
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01/28/2014 - 03/20/2019 ADVICE AND PLANNING SERVICES (CRD#:20472) WALTHAM, MA
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01/08/2014 - 03/20/2019 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) WALTHAM, MA
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10/08/2013 - 12/23/2013 AXA ADVISORS, LLC (CRD#:6627) WELLESLEY, MA
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07/06/2012 - 12/23/2013 AXA ADVISORS, LLC (CRD#:6627) WELLESLEY, MA
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02/01/2011 - 05/04/2012 QUASAR DISTRIBUTORS, LLC (CRD#:103848) PORTLAND, ME
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01/31/2008 - 01/27/2011 STATE STREET GLOBAL MARKETS, LLC (CRD#:30107) BOSTON, MA
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07/17/2007 - 12/04/2007 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) BOSTON, MA
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Broker
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Investment Adviser
Disclosures
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