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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-16 |
Branch Locations
8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cassaday & Company | Mclean | VA | 04/2008 | Present |
| Royal Alliance | Mclean | VA | 04/2008 | Present |
1. JURS MONTGOMERY BROKERAGE POSITION: AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 6 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: HELP CLIENTS WITH THE PURCHASE OF LIFE, LONG TERM CARE, DISABILITY INSURANCE OR FIXED ANNUITIES THAT DO NOT GO THROUGH ROYAL ALLIANCE. 2. BSI, INC POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 19785 Crystal Rock Dr., Suite 211, Germantown MD 20874, United States DESCRIPTION: Help clients with the purchase of LTC insurance on a as needed basis as part of our insurance audit process. 3. CARMEN BISSISSO POSITION: Co-Owner NATURE: This is a studio my husband and I own which we are currently leasing. INVESTMENT RELATED: NO NUMBER OF HOURS 0 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2019 ADDRESS: 4242 EAST WEST HWY APT 1003 BETHESDA MARYLAND 20815 United States DECRIPTION: OTHER 4. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Director of Advanced Strategies NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr, Suite 1180, McLean VA 22182, United States DESCRIPTION: assist clients with their insurance and annuity needs. 5. BISISO LLC POSITION: Joint member in LLC NATURE: LLC - My husband and I own this with 50% share. The purpose of creating this is to purchase a commercial property that we plan to collect rent from at some point in the future once renovations are completed and we get tenants. The property is located at 2800 Huntingdon Ave Baltimore, MD 21211. Closing date is on March 7 2025 My husband created this LLC in 2020, but he was the only member. I was added on 2/26/2025. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2025 ADDRESS: 10422 Willow Crest Ct, Vienna VA 22182, United States DESCRIPTION: My husband handles the property management, renovations, finding tenants etc. I do not have any responsibilities. 6. BISISO LLC POSITION: Joint member in LLC NATURE: LLC - My husband and I own this with 50% share. The purpose of creating this is to purchase a commercial property that we plan to collect rent from at some point in the future once renovations are completed and we get tenants. The property is located at 2800 Huntingdon Ave Baltimore, MD 21211. Closing date is on March 7 2025 My husband created this LLC in 2020, but he was the only member. I was added on 2/26/2025. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2025 ADDRESS: 10422 Willow Crest Ct, Vienna VA 22182, United States DESCRIPTION: My husband handles the property management, renovations, finding tenants etc. I do not have any responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-20 |
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