Best Investors
Account
Sign in
8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-04 |
| VA | RA | APPROVED | 2022-01-04 |
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 |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Mclean | VA | 07/1998 | Present |
| Cassaday And Compamy, Inc. | Mclean | VA | 07/1998 | 12/2021 |
| Cassaday & Co Wealth Management, Llc | Mclean | VA | 01/2022 | Present |
1- ROYAL ALLIANCE, INVESTMENT RELATED, 1 WORLD FINANCIAL TRADE CENTER NY, NY, POSITION: STATUTORY AGENT, START DATE: 01-2003, 4 HOURS/MONTH, 4 HOURS DURING SECURITIES TRADING, DUTIES: SELL VARIABLE ANNUITIES TO CURRENT CLIENTS TO FIT IN WITH THEIR FINANCIAL PLAN 2- CASSADAY & COMPANY, INC., (IRIA) INVESTMENT RELATED, 8180 GREENSBORO DRIVE SUITE 1180 MCLEAN, VA 22102, START DATE: 2001, 160 HOURS/MONTH, 8 HOURS DURING SECURITIES TRADING HOURS, DUTIES: MANAGE CLIENT'S ASSETS 3-BSI, INC. POSITION: INSURANCE AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2014 ADDRESS: 19785 CRYSTAL ROCK DR., SUITE 211, GERMANTOWN MD 20874 DESCRIPTION: REVIEW AND SALES OF LTC INSURANCE. 4-JURS MONTGOMERY BROKERAGE POSITION: AGENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2014 ADDRESS: 121 SULLY'S TRAIL, SUITE 4, PITTSFORD NY 14534 DESCRIPTION: REVIEW AND SALES OF LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES WHEN APPLICABLE 5. CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/1998 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: manage client relationships 6. GREENSBORO LEGACY PARTNERS, LLC POSITION: SENIOR PARTNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 850 NEW BURTON ROAD, SUITE 201, DOVER DE 19904, United States DESCRIPTION: ATTEND PARTNER AND COMPANY FINANCIAL MEETINGS 7. 8180 GREENSBORO PARTNERS, LLC POSITION: SENIOR PARTNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 8180 GREENSBORO DR, SUITE 1180, MCLEAN VA 22102, United States DESCRIPTION: ATTEND PARTNER MEETINGS 8. C&C GREENSBORO HOLDINGS, INC. POSITION: Senior Partner NATURE: Financial Advisor INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-15 |
Reach out to this advisor