Best Investors Account Sign in
Current Employers
Cassaday & Company, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-03
  • VA RA
    APPROVED
    Since 2022-01-03

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
Osaic Wealth, Inc. Mclean VA 01/1995 Present
Cassaday And Company Mclean VA 01/1995 12/2021
Cassaday & Co Wealth Management, Llc Mclean VA 01/2022 Present
  • 01/1995 → Present
    Osaic Wealth, Inc.
    Mclean, VA
  • 01/1995 → 12/2021
    Cassaday And Company
    Mclean, VA
  • 01/2022 → Present
    Cassaday & Co Wealth Management, Llc
    Mclean, VA
Previous Registrations
  • 2017-05-09 → 2022-01-04
    Cassaday & Co Inc
    Mclean, VA
Other Businesses

CASSADAY AND CO WEALTH MANGEMENT LLC POSITION: CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I handle all the Compliance for the firm.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-20
S63 Uniform Securities Agent State Law Examination 1992-12-28
  • S66 Uniform Combined State Law Examination
    2017-04-20
  • S63 Uniform Securities Agent State Law Examination
    1992-12-28
Other Names
  • Linda Ann Stewart
  • Linda Ann Stewart

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor