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8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-09 |
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 |
|---|---|---|---|---|
| Mercer Oaks Golf Course | West Windsor | NJ | 06/2020 | 07/2021 |
| Markel | Glen Allen | VA | 06/2021 | 08/2021 |
| University Of Richmond | Richmond | VA | 09/2021 | 05/2023 |
| Costar Group | Richmond | VA | 06/2022 | 08/2022 |
| Costar Group | Richmond | VA | 07/2023 | 06/2024 |
| Cassaday & Company, Inc. | Mclean | VA | 07/2024 | Present |
| University Of Richmond | Richmond | VA | 08/2019 | 05/2023 |
| Osaic Wealth, Inc | Mclean | VA | 09/2024 | Present |
| Peddie School | Hightstown | NJ | 06/2015 | 06/2019 |
CASSADAY AND COMPANY WEALTH MANAGEMENT, LLC POSITION: Research Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/10/2024 ADDRESS: 8180 Greensboro Drive Suite 1180, McLean VA 22102, United States DESCRIPTION: Assisting the Investment Management & Research (IMR) team with various duties including cost basis maintenance, GIPS reporting, capital gains analysis, investment recommendations, and more.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-21 |
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