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Account
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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-08 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | New York City | NY | 12/2016 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2019 | 09/2025 |
| J.P. Morgan Securities Llc | New York | NY | 09/2019 | 09/2025 |
| Charles Schwab Bank | New York City | NY | 12/2016 | 09/2019 |
| Morgan Stanley | Garden City | NY | 06/2013 | 12/2016 |
| Osaic Wealth, Inc. | Mclean | VA | 09/2025 | Present |
1. GEORGETOWN UNIVERSITY POSITION: Executive in Residence NATURE: It is a university. I am on the faculty. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: Rafik B Hariri Building, Suite 475, 3700 O Street, NW, Washington DC 20057, United States DESCRIPTION: I support academic and career development for students pursuing careers in finance. 2. CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Director of Financial Planning NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2025 ADDRESS: 8180 Greensboro Drive Suite 1180, Mclean, VA 22102, United States DESCRIPTION: Manage financial planning department and team of 10+ paraplanners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-23 |
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