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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 2026-08-12
  • VA RA
    APPROVED
    Since 2026-08-12

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
John Hancock Boston MA 08/2025 07/2026
John Hancock Distributors Llc Boston MA 09/2025 07/2026
Sentara Virginia Beach VA 06/2023 08/2023
Freeway Freight Virginia Beach VA 04/2024 09/2024
Taste Unlimited Virginia Beach VA 05/2022 08/2022
Schoolyard Tennis Academy Miami FL 08/2024 05/2025
University Of Miami Miami FL 08/2021 05/2025
Princess Anne High School And Old Donation School Virginia Beach VA 08/2015 06/2022
Osaic Wealth Inc. Scottdale AZ 08/2026 Present
Cassaday & Company Inc Mclean VA 08/2026 Present
  • 08/2025 → 07/2026
    John Hancock
    Boston, MA
  • 09/2025 → 07/2026
    John Hancock Distributors Llc
    Boston, MA
  • 06/2023 → 08/2023
    Sentara
    Virginia Beach, VA
  • 04/2024 → 09/2024
    Freeway Freight
    Virginia Beach, VA
  • 05/2022 → 08/2022
    Taste Unlimited
    Virginia Beach, VA
  • 08/2024 → 05/2025
    Schoolyard Tennis Academy
    Miami, FL
  • 08/2021 → 05/2025
    University Of Miami
    Miami, FL
  • 08/2015 → 06/2022
    Princess Anne High School And Old Donation School
    Virginia Beach, VA
  • 08/2026 → Present
    Osaic Wealth Inc.
    Scottdale , AZ
  • 08/2026 → Present
    Mclean, VA
Other Businesses

CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Financial Planning Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2026 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Support clients across a wide range of financial planning services, including retirement planning, tax strategies, education funding, and cash flow analysis. Assist in preparing client meeting materials, gathering and organizing financial information, and helping ensure recommendations remain aligned with each client's goals and needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-16
S63 Uniform Securities Agent State Law Examination 2025-12-04
  • S66 Uniform Combined State Law Examination
    2026-05-16
  • S63 Uniform Securities Agent State Law Examination
    2025-12-04

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