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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-31 |
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 |
|---|---|---|---|---|
| Severn Financial Solutions | Annapolis | MD | 05/2024 | 07/2024 |
| Ridgewells Catering | Bethesda | MD | 05/2022 | 06/2023 |
| District Doughnut | Washington | DC | 06/2021 | 08/2021 |
| Paisano's Pizza | Rockville | MD | 05/2020 | 02/2021 |
| Cassaday And Company, Inc. | Mclean | VA | 09/2025 | Present |
| Student | Ann Arbor | MI | 09/2008 | 06/2025 |
| Osaic Wealth, Inc. | Mclean | VA | 12/2025 | 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: 05/07/2026 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: I assist in preparing client reviews, onboarding new clients, and providing analyses on financial planning topics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-27 |
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