Best Investors
Account
Sign in
8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-04 |
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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-07 |
Reach out to this advisor