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Detailed Report
JOHN RYAN DELLOSA PLANAS JR.
JR Planas
CRD#: 6469593
IA
Investment Adviser
B
Broker
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.CRD#: 309710 2400 W HORIZON RIDGE PKWY
HENDERSON, NV 89052
GRADIENT SECURITIES, LLCCRD#: 127701 2400 W Horizon Ridge Parkway
Henderson, NV 89052
Registration History
2017201820192020202120222023202420252026IACASSADY WEALTH & RETIREMENT PL... (CRD# 309710)2024 - Present (1 year)BGRADIENT SECURITIES, LLC (CRD# 127701)2023 - Present (1 year)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2020 - 2022 (2 years)BPARK AVENUE SECURITIES LLC (CRD# 46173)2019 - 2020 (<1 year)BNYLIFE SECURITIES LLC (CRD# 5167)2017 - 2018 (<1 year)IACAMBRIDGE INVESTMENT RESEARCH ... (CRD# 134139)2022 - 2023 (<1 year)
License(s)

State Registrations

B
Nevada 12/21/2023
IA
Texas 1/30/2024
IA
Nevada 2/1/2024

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. (CRD#:309710)
2400 W HORIZON RIDGE PKWY, HENDERSON, NV 89052
10799 W. Twain Avenue, Las Vegas, NV 89135
Registered with this firm since 1/30/2024
B
GRADIENT SECURITIES, LLC (CRD#:127701)
2400 W Horizon Ridge Parkway, Henderson, NV 89052
Registered with this firm since 12/21/2023
Previous Registration(s)
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IA
 07/12/2022 - 05/09/2023 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) Las Vegas, NV
B
 07/01/2020 - 07/15/2022 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) Las Vegas, NV
B
 09/25/2019 - 07/15/2020 PARK AVENUE SECURITIES LLC (CRD#:46173) LAS VEGAS, NV
B
 07/06/2017 - 01/29/2018 NYLIFE SECURITIES LLC (CRD#:5167) LAS VEGAS, NV
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.