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Current Employers
Cassaday & Company, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-22
  • VA RA
    APPROVED
    Since 2023-09-22

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, Inc. Mclean VA 01/2014 Present
Royal Alliance Associates, Inc. Mclean VA 06/2021 Present
  • 01/2014 → Present
    Mclean, VA
  • 06/2021 → Present
    Royal Alliance Associates, Inc.
    Mclean, VA
Other Businesses

CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/13/2014 ADDRESS: 8180 Greensboro Drive, 1180, McLean VA 22102, United States DESCRIPTION: manage research, trading and investment operations of the firm.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30

View on SEC IAPD

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