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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-22 |
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 | 05/2025 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-20 |
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