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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-26 |
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 |
|---|---|---|---|---|
| Spring House Brewing Company | Lancaster | PA | 05/2022 | 08/2023 |
| Financial Growth Partners | Lancaster | PA | 05/2024 | 08/2024 |
| Teacher Benefit Strategies | Lancaster | PA | 05/2023 | 08/2023 |
| Brethren Village | Lancaster | PA | 03/2019 | 09/2020 |
| Cassaday & Co Wealth Management | Mclean | VA | 06/2025 | Present |
| Temple University | Philadelphia | PA | 10/2024 | 02/2025 |
| Manheim Township High School | Lancaster | PA | 08/2017 | 05/2021 |
| Manheim Township Middle School | Lancaster | PA | 08/2015 | 05/2017 |
| Temple University | Philadelphia | PA | 08/2021 | 05/2025 |
| Osaic Wealth, Inc. | Mclean | VA | 10/2025 | Present |
CASSADAY AND COMPANY WEALTH MANGEMENT, LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/02/2025 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Help financial advisor with various activities and preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-14 |
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