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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-14 |
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 |
|---|---|---|---|---|
| Bank Of New York Mellon | Owings Mills | MD | 08/2015 | 08/2019 |
| Unemployed | Baltimore | MD | 09/2019 | 02/2020 |
| Cassaday & Company Inc. | Mclean | VA | 03/2020 | Present |
| Royal Alliance Associates, Inc. | Mclean | VA | 05/2021 | Present |
1. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Associate Portfolio Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Prepare and participate in Investment Policy Committee meetings, monitor and assess individual investment managers and asset allocations, and conduct ongoing research on markets and investments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-08 |
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