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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-11 |
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 |
|---|---|---|---|---|
| Osaic Wealth. Inc | Mclean | VA | 05/2018 | Present |
| Cassaday & Company | Mclean | VA | 05/2018 | Present |
| Arlington County Fire Department | Arlington | VA | 05/2014 | 05/2018 |
1. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Dr., Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial analysis pertaining to retirement, tax, education, investment, etc. planning. 2. JURS MONTGOMERY BROKERAGE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 121 Sully's Trail, Suite 4, Pittsford NY 14534, United States DESCRIPTION: Life, disability, long-term care insurance and annuities 3. BSI, INC POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 19785 Crystal Rock Dr., Suite 211, Germantown MD 20874, United States DESCRIPTION: Long-Term Care Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-27 |
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