Alex James Karkeek

Current Employers

Employment History

• 06/2011 → 12/2021
  Cassaday And Company
  Mclean, VA
• 01/2022 → Present
  Cassaday & Co Wealth Management, Llc
  Mclean, VA
• 03/2012 → Present
  Osaic Wealth, Inc.
  Mclean, VA

Previous Registrations

• 2014-07-09 → 2022-01-04
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

1. BSI, Inc; Investment Related; Address :19785 CRYSTAL ROCK DR, SUITE 211, GERMANTOWN MD 20874; Position :Insurance Agent; StartDate :01-Jan-2014 Hours :2; SecurityHours: 2; Brief description of duties :WE OFFER INSRUANCE PRODUCTS FOR OUR CLIENTS LTC, FIXED ANNUITIES AND OTHER INSURANCE PRODUTS 2. JURS MONTGOMERY; Investment Related; Address :121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534; Position :Insurance Agent; StartDate :01-Jan-2014 Hours :2; SecurityHours: 2; Brief description of duties :OFFER FIXED ANNUIITES LTC AND OTHER INSRUANCE TO OUR CLIENTS 3. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planning Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2011 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Providing Financial advice and guidance Helping build investment portfolio, financial plans, assisting with retirement planning 4. GREENSBORO LEGACY PARTNERS, LLC POSITION: PARTNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 850 NEW BURTON ROAD, SUITE 201, DOVER DE 19904, United States DESCRIPTION: ATTEND PARTNER AND COMPANY FINANCIAL MEETINGS 5. 8180 GREENSBORO PARTNERS, LLC POSITION: partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2022 ADDRESS: 8180 GREENSBORO DR, SUITE 1180, MCLEAN VA 22102-3888, United States DESCRIPTION: attend partner meetings, oversee client portfolio and financial plans, meet with clients and prospective clients

Exams

• S66 Uniform Combined State Law Examination
  2012-11-19

Designations