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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-08 |
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 |
|---|---|---|---|---|
| Mariner Wealth Advisors | Arlington | VA | 07/2023 | 02/2025 |
| Mariner Wealth Advisors | Overland Park | KS | 12/2023 | 02/2025 |
| Movement Mortgage | Fairfax | VA | 01/2021 | 09/2023 |
| Loan Depot | Fairfax | VA | 09/2020 | 01/2021 |
| Jalapenos Mexican Grill | Harrisonburg | VA | 01/2018 | 07/2020 |
| American Family Fitness | Colonial Heights | VA | 01/2017 | 01/2018 |
| Neumann University Bookstore | Aston | PA | 01/2016 | 01/2017 |
| Centurion Wealth Management, Llc | Arlington | VA | 02/2025 | 04/2026 |
| Centurion Wealth Management, Llc | Mclean | VA | 05/2025 | 04/2026 |
| Osaic Wealth, Inc. | Mclean | VA | 04/2026 | Present |
CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Senior Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/02/2026 ADDRESS: 8180 Greensboro Dr., McLean VA 22102, United States DESCRIPTION: works closely with Founder, Chairman, and CEO Stephan Cassaday and his team to deliver comprehensive wealth management services. He supports the preparation of high-level client reviews, facilitates new client onboarding, and maintains ongoing relationships with clients to stay aligned with their evolving financial goals. Alex provides in-depth analysis across all areas of financial planning, with particular expertise in tax planning, estate planning, education funding strategies, and retirement cash flow projections.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
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