This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CASSADAY & COMPANY, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 12, 2024

First registration

Sep 11, 2024

Dual registered

yes, broker-dealer

Other names

Josh Lipscomb

IAPD individual key

7739685

• Occurred

  Jun 6, 2025
  Advisor changed firm

  Joshua David Lipscomb left Cw Advisors, Llc for Cassaday & Company, Inc. (registered 2025-08-19)

  Form ADVobserved 4 days ago
• Occurred

  May 2, 2025
  Advisor changed firm

  Joshua David Lipscomb left Wolf Group Capital Advisors for Cw Advisors, Llc (registered 2025-05-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd2552cb-3caa-fdf3-e7eb-ceb7efc5e14d

First observed

Sep 11, 2024

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.