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Current Employers
Cassaday & Company, Inc.

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-04
  • VA RA
    APPROVED
    Since 2022-01-04

Branch Locations

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cassaday & Company Mclean VA 06/2003 12/2021
Royal Alliance Associates, Inc. Mclean VA 06/2003 Present
Royal Alliance Associates, Inc. Mclean VA 11/2005 Present
Cassaday & Co Wealth Management, Llc Mclean VA 01/2022 Present
  • 06/2003 → 12/2021
    Cassaday & Company
    Mclean, VA
  • 06/2003 → Present
    Royal Alliance Associates, Inc.
    Mclean, VA
  • 11/2005 → Present
    Royal Alliance Associates, Inc.
    Mclean, VA
  • 01/2022 → Present
    Cassaday & Co Wealth Management, Llc
    Mclean, VA
Previous Registrations
  • 2013-03-11 → 2022-01-04
    Cassaday & Co Inc
    Mclean, VA
Other Businesses

1) BSI, INC. POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL ROCK DR., SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: INSURANCE AGENT 2) JURS MONTGOMERY BROKERAGE POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: INSURANCE AGENT 3) CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2003 ADDRESS: 8180 Greensboro Dr., Suite 1180, Mclean VA 22102, United States DESCRIPTION: Advising clients on investments and financial planning specifics of their personal situation. 4) 8180 GREENSBORO PARTNERS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr., Suite 1180, Mclean VA 22102, United States DESCRIPTION: Attend partners meetings 5) GREENSBORO LEGACY PARTNERS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 850 New Burton Road, Suite 210, Dover DE 19904, United States DESCRIPTION: Advising clients on investments and financial planning specifics of their personal situation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-07
  • S66 Uniform Combined State Law Examination
    2005-11-07
Designations

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