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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-04 |
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 | 05/2019 | Present |
| Osaic Wealth, Inc. | Mclean | VA | 08/2020 | Present |
| Radford University | Radford | VA | 01/2017 | 05/2019 |
| Mcdonalds | Rustburg | VA | 07/2013 | 08/2017 |
| Student Managed Investment Portfolio Organization (Smipo) | Radford | VA | 10/2023 | Present |
1. Cassaday and Company 2. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Research Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2019 ADDRESS: 8180 Greensboro Dr #1180, McLean, VA 22102, United States DESCRIPTION: Investment Operation and Research 3. STUDENT MANAGED INVESTMENT PORTFOLIO ORGANIZATION (SMIPO) POSITION: Board Member NATURE: Board Member for Student Managed Investment Portfolio Organization (SMIPO)? INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2023 ADDRESS: 905 Tyler Ave, Radford VA 24141, United States DESCRIPTION: Strategic and organizational planning; Selecting, and ?supporting the Faculty Advisors and student executives; Providing guidance to student members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-09 |
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