Ashli Ann Suprise

Current Employers

Cassaday & Company, Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-12-18

VA RA
APPROVED

Since 2025-12-18

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

Organization	City	State	From	To
Ef Legacy Securities, Llc	Henrico	VA	04/2016	Present
Osaic Wealth	Mclean	VA	10/2020	Present

04/2016 → Present

Ef Legacy Securities, Llc

Henrico, VA
10/2020 → Present

Osaic Wealth

Mclean, VA

Other Businesses

CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Advanced Strategies Client Service Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2020 ADDRESS: 8180 Greensboro Dr., Suite 1180, McLean VA 22102, United States DESCRIPTION: Insurance and annuity analysis, annuity and 401k trades, client transaction and maintenance, insurance and annuity sales, admin to director.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-17
S63	Uniform Securities Agent State Law Examination	2011-12-27

S65 Uniform Investment Adviser Law Examination

2025-12-17
S63 Uniform Securities Agent State Law Examination

2011-12-27

Other Names

Ashli Ann Jones

View on SEC IAPD

Current Employers

Cassaday & Company, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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