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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-31 |
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 | 05/2016 | Present |
| Osaic Wealth, Inc. | Mclean | VA | 11/2016 | Present |
1) CASSADAY AND COMPANY INC. INVESTMENT ADVISOR POSITION: Financial Planning Specialist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/31/2019 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Support role within the financial planning team. Assist with analysis, report and meeting preparation, etc. Operate in a dedicated capacity in support of 3 Principal Advisors of the firm. 2) SPECIAL OLYMPICS VIRGINIA POSITION: Treasurer NATURE: Board Member of Special Olympics Virginia "Young Professionals Board". Fully charitable organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 11350 Random Hills Rd, #C-140, Fairfax VA 22030, United States DESCRIPTION: Treasurer is responsible for providing financial updates at each board meeting. The Treasurer is responsible for maintaining the budget and expenses of the YPB including collection of member dues. 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: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial Planning, work in support of Principal advisors of the firm. Help prepare and deliver financial planning analyses, projections, etc. Also work alongside the advisor's in communicating with clients and prospects before, during and after various meetings. 4) BSI, INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/10/2024 ADDRESS: 19785 Crystal Rock Dr, Suite 211, Germantown MD 20874, United States DESCRIPTION: Long-term care insurance 5) JURS MONTGOMERY BROKERAGE POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/10/2024 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534, United States DESCRIPTION: LIFE, DISABILITY, LONG-TERM CARE INSURANCE AND ANNUITIES 6) CASSADAY DONOR ADVISED FUND POSITION: Trustee NATURE: I serve as a trustee for the Cassaday & Company Donor Advised Fund (DAF). This is purely charitable and I help contribute feedback as to the charities we support and when we distribute funds to them. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 8180 Greensboro Drive, #1180, Mclean VA 22102, United States DESCRIPTION: I help contribute feedback as to the charities we support and when we distribute funds to them.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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