Linda J. Casals
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Linda Jo Casals, who also goes by Linda Jo Bull, Linda Bull, Linda Jo Uttz, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 1994. Linda had worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 52 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 29, 2021 - July 9, 2026
BLACK SWIFT GROUP, LLC
February 25, 1994 - February 29, 1996
MORGAN KEEGAN & COMPANY, LLC
Primary Firm SEC Registration
BLACK SWIFT GROUP, LLC
CRD#: 286084 / SEC#: 801-108740
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLACK SWIFT GROUP, LLC
CRD#: 286084 / SEC#: 801-108740
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 371 |
| AUM (Assets Under Management) | $ 558,017,086 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
