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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-23 |
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 |
|---|---|---|---|---|
| Corbett Road Wealth Management | Mclean | VA | 07/2021 | 04/2024 |
| Cb Insights | New York | NY | 07/2020 | 11/2020 |
| James Madison University | Harrisonburg | VA | 08/2019 | 05/2020 |
| Mmco Auto | West Chester | PA | 05/2018 | 08/2018 |
| Unemployed | West Chester | PA | 12/2020 | 06/2021 |
| James Madison University | Harrisonburg | VA | 08/2016 | 05/2020 |
| Cassaday & Company | Mclean | VA | 04/2024 | Present |
| Osaic Wealth, Inc. | Mclean | VA | 04/2024 | Present |
1. VIRGINIA COMMONWEALTH NOTARY POSITION: N/A NATURE: Notary - No business or compensation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2023 ADDRESS: 8180 Greensboro Drive, #1180, McLean VA 22102, United States DESCRIPTION: Notary 2. CASSADAY AND CO WEALTH MANGEMENT LLC POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/22/2024 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Handle daily client requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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