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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
| VA | RA | APPROVED | 2022-01-03 |
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 | 05/2008 | 12/2021 |
| Osaic Wealth, Inc. | Mclean | VA | 02/2009 | Present |
| Cassaday & Co Wealth Management, Llc | Mclean | VA | 01/2022 | Present |
1- CASSADAY & COMPANY, INC., INVESTMENT RELATED, 8180 GREENSBORO DRIVE SUITE 1180, MCLEAN, VA 22102, POSITION: RESEARCH ASSOCIATE START DATE: 5/19/2008, 185 HOURS/MONTH, 140 HOURS DURING SECURITIES TRADING HOURS, DUTIES: SPEAK WITH CLIENTS, PREPARE REPORTS, ASSET CLASS MANAGER AND ASSIST PLANNERS. 2- JURS MONTGOMERY BROKERAGE POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 06/01/2012 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: LIFE, DISABILITY, LONG-TERM CARE INSURANCE AND ANNUITIES 3. BSI, INC. POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL ROCK DR., SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: LONG TERM CARE INSURANCE SALES 4. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planning Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/12/2008 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Helping clients prepare for and manage their way through retirement. Coordinate the areas of investment, tax, insurance, and estate planning. 5. GREENSBORO LEGACY PARTNERS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 850 New Burton Road, Suite 201, Dover DE 19904, United States DESCRIPTION: Attend partner and company financial meetings 6. 8180 GREENSBORO PARTNERS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Attend partner meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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