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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-12 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-04 |
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