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Current Employers
Cassaday & Company, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-03
VA RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 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
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
  • 05/2008 → 12/2021
    Cassaday & Company
    Mclean, VA
  • 02/2009 → Present
    Osaic Wealth, Inc.
    Mclean, VA
  • 01/2022 → Present
    Cassaday & Co Wealth Management, Llc
    Mclean, VA
Previous Registrations
  • 2011-11-17 → 2022-01-04
    Cassaday & Co Inc
    Mclean, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
  • S66 Uniform Combined State Law Examination
    2009-12-23
Designations
Other Names
  • Sean Gallahan
  • Sean Keenan Gallahan
  • Sean Keenan Gallahan

View on SEC IAPD

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