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Justin Prescott Harris

Cassaday & Company, Inc.

Mclean, VA

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Current Employers
Cassaday & Company, Inc.

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
VA RA APPROVED 2022-01-04
  • TX RA
    APPROVED
    Since 2022-01-04
  • VA RA
    APPROVED
    Since 2022-01-04

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
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
  • 07/1998 → Present
    Royal Alliance Associates, Inc.
    Mclean, VA
  • 07/1998 → 12/2021
    Cassaday And Compamy, Inc.
    Mclean, VA
  • 01/2022 → Present
    Cassaday & Co Wealth Management, Llc
    Mclean, VA
Previous Registrations
  • 2001-03-22 → 2022-01-04
    Cassaday & Co Inc
    Mclean, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-15
  • S66 Uniform Combined State Law Examination
    2000-05-15
Designations
Other Names
  • Kenneth Or K. Justin Preston Or J. Harris
  • K Justin Harris
  • Justin P. Harris
  • Kenneth Justin Harris

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