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Current Employers
Cassaday & Company, Inc.

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-22
  • VA RA
    APPROVED
    Since 2025-10-22

Branch Locations

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cassaday & Company Mclean VA 05/2025 Present
The Family Firm Bethesda MD 09/2021 05/2025
Unemployed Macon GA 07/2021 09/2021
Full Time Student Athens GA 07/2016 05/2021
Full Time High School Student Macon GA 08/2015 06/2017
Uber Athens GA 08/2019 07/2021
Pizza Hut Athens GA 08/2018 06/2019
Nantahala Outdoor Center Benton TN 06/2017 08/2017
Nantahala Outdoor Center Benton TN 06/2018 08/2018
Osaic Wealth, Inc. Mclean VA 09/2025 Present
  • 05/2025 → Present
    Cassaday & Company
    Mclean, VA
  • 09/2021 → 05/2025
    The Family Firm
    Bethesda, MD
  • 07/2021 → 09/2021
    Unemployed
    Macon, GA
  • 07/2016 → 05/2021
    Full Time Student
    Athens, GA
  • 08/2015 → 06/2017
    Full Time High School Student
    Macon, GA
  • 08/2019 → 07/2021
    Uber
    Athens, GA
  • 08/2018 → 06/2019
    Pizza Hut
    Athens, GA
  • 06/2017 → 08/2017
    Nantahala Outdoor Center
    Benton, TN
  • 06/2018 → 08/2018
    Nantahala Outdoor Center
    Benton, TN
  • 09/2025 → Present
    Osaic Wealth, Inc.
    Mclean, VA
Other Businesses

CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Senior Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/26/2025 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I speak with clients about their financial planning needs, answer client questions, make financial planning projections for clients, and coordinate internally between teams to help meet the client's needs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-20
  • S63 Uniform Securities Agent State Law Examination
    2025-12-20
Designations

View on SEC IAPD

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