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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-31 |
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 |
|---|---|---|---|---|
| Easealert | Largo | FL | 08/2024 | 05/2025 |
| The Selling Factory | Gainesville | FL | 01/2023 | 05/2024 |
| Kidball Baseball Inc. | Cabin John | MD | 06/2016 | 08/2023 |
| Cassaday & Company | Mclean | VA | 06/2025 | Present |
| Student | Rockville | MD | 08/2007 | 05/2025 |
| Osaic Wealth, Inc. | Mclean | VA | 09/2025 | Present |
CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Financial Planning Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/18/2025 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial planning associate that works closely with Stephan Cassaday and his team. Assist in preparing client reviews, onboarding new clients, and answering any questions clients may have regarding their financial plan. Provide analyses on a wide range of financial planning subjects, including projected retirement cash flow, employee benefits, tax planning, and estate planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
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