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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-24 |
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 |
|---|---|---|---|---|
| Richmond International Forest Products | Richmond | VA | 05/2022 | 08/2022 |
| Cassaday & Company | Mclean | VA | 08/2023 | Present |
| Osaic Wealth, Inc. | Mclean | VA | 05/2024 | Present |
| Virginia Tech | Blacksburg | VA | 08/2019 | 05/2023 |
| Atlee High School | Mechanicsville | VA | 09/2015 | 06/2019 |
CASSADAY AND COMPANY WEALTH MANAGEMENT POSITION: Financial Planning Administrator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/29/2024 ADDRESS: 8180 Greensboro Dr Suite 1180, McLean VA 22102, United States DESCRIPTION: Schedule and prepare materials for meetings, assist advisors with day-to-day operations, run reports as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
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