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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-26 |
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 |
|---|---|---|---|---|
| Mcadam | Mclean | VA | 05/2019 | 03/2021 |
| Virginia Tech | Blacksburg | VA | 09/2015 | 06/2019 |
| Pruco Securities Llc | Vienna | VA | 03/2021 | 02/2022 |
| The Prudential Insurance Company Of America | Vienna | VA | 05/2021 | 02/2022 |
| Royal Alliance Associates, Inc. | Mclean | VA | 03/2022 | Present |
CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Advanced Strategies Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/22/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Work on the insurance and annuities portion of Cassaday and conduct reviews and insurance audits.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-11 |
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