AUMdb
JR

Julie Rose Malonzo

CRD 7240120

Firms

FirmRoleAs of
Cassady Wealth & Retirement Planning L.L.C. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗