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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-05 |
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 |
|---|---|---|---|---|
| Clear Skies Meadery | Gaithersburg | MD | 06/2020 | 11/2020 |
| Solmedia | College Park | MD | 10/2022 | 12/2022 |
| Lowe's Companies, Inc. | Gaithersburg | MD | 03/2021 | 06/2023 |
| Robert H. Smith School Of Business | College Park | MD | 08/2023 | 08/2024 |
| Morgan Stanley | Baltimore | MD | 06/2024 | 08/2024 |
| Morgan Stanley Wealth Management | Baltimore | MD | 09/2024 | 12/2024 |
| Cassaday & Company, Inc. | Mclean | VA | 04/2025 | Present |
| Full-Time Education (Elementary-College) | Gaithersburg | MD | 09/2006 | 12/2024 |
| Unemployed | Gaithersburg | MD | 01/2025 | 04/2025 |
| Osaic Wealth, Inc. | Mclean | VA | 04/2025 | Present |
1. CASSADAY AND COMPANY WEALTH MANGEMENT, LLC POSITION: Financial Planning Department Administrator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2025 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Preparing portfolio performance reports and scheduling client meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
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