Best Investors
Account
Sign in
8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-13 |
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 |
|---|---|---|---|---|
| Vuori | Bethesda | MD | 07/2023 | Present |
| Baltimore Washington Financial Advisors | Columbia | MD | 02/2025 | 08/2025 |
| University Of Maryland, Baltimore County | Baltimore | MD | 08/2021 | 05/2025 |
| Unemployed | Bethesda | MD | 01/2016 | 07/2023 |
| Osaic Wealth Inc. | Mclean | VA | 11/2025 | Present |
1.CASSADAY AND COMPANY WEALTH MANGEMENT, LLC POSITION: Financial Planning Analyst NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/07/2026 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Scheduling for Advisers, Auditing NAW worksheets, Sending monthly and quarterly reports to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
Reach out to this advisor