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Cassandra Martin Conte

Taylor Financial Group, Inc.

Roanoke, VA

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Current Employers
Taylor Financial Group, Inc.

3102 Brambleton Avenue., Sw, Roanoke, VA 24018 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-29
  • VA RA
    APPROVED
    Since 2026-01-29

Branch Locations

3102 Brambleton Avenue., Sw, Roanoke, VA 24018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Blacksburg VA 07/2014 09/2022
Capitol Family Office Beaverton OR 09/2022 05/2024
Ashley Russo San Diego CA 05/2024 09/2024
Ashley Russo San Diego CA 09/2024 01/2026
Northwestern Mutual Investment Services Llc San Diego CA 09/2024 01/2026
Taylor Financial Group, Inc. Roanoke VA 01/2026 Present
Previous Registrations
Other Businesses

02/2025 Independent Licensed insurance Agent; Investment Related; San Diego, CA; Life, Accident & Health, & Variable Life/Annuity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-19
  • S66 Uniform Combined State Law Examination
    2017-07-19
Other Names
  • Cassandra Martin
  • Cassie Martin
  • Cassandra Lenee Martin
  • Cassie Martin Griffith
  • Cassandra Lenee Griffith
  • Cassandra Martin Griffith
  • Cassandra Griffith
  • Cassandra Martin Griffith
  • Cassie Lenee Martin
  • Cassie Martin
  • Cassandra Lenee Conte

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

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