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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 2026-08-13
  • VA RA
    APPROVED
    Since 2026-08-13

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
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
  • 07/2023 → Present
    Vuori
    Bethesda, MD
  • 02/2025 → 08/2025
    Baltimore Washington Financial Advisors
    Columbia, MD
  • 08/2021 → 05/2025
    University Of Maryland, Baltimore County
    Baltimore, MD
  • 01/2016 → 07/2023
    Unemployed
    Bethesda, MD
  • 11/2025 → Present
    Osaic Wealth Inc.
    Mclean, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
  • S66 Uniform Combined State Law Examination
    2026-07-30

View on SEC IAPD

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