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Inactive

Victoria Freeman

Cassaday & Company, Inc.

Mclean, VA

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Current Employers
Cassaday & Company, Inc.

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-05-02
  • VA RA
    APPROVED
    Since 2024-05-02

Branch Locations

8180 Greensboro Drive Suite 1180, Mclean, VA 22102 • 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
Motley Fool Wealth Management Alexandria VA 10/2021 Present
Mendota Financial Group Madison WI 03/2018 09/2021
Northwestern Mutual Madison WI 09/2017 02/2018
Capitol Auto Credit Madison WI 05/2016 09/2017
Indulge Spa Madison WI 05/2015 02/2019
  • 10/2021 → Present
    Motley Fool Wealth Management
    Alexandria, VA
  • 03/2018 → 09/2021
    Mendota Financial Group
    Madison, WI
  • 09/2017 → 02/2018
    Northwestern Mutual
    Madison, WI
  • 05/2016 → 09/2017
    Capitol Auto Credit
    Madison, WI
  • 05/2015 → 02/2019
    Indulge Spa
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-07
  • S65 Uniform Investment Adviser Law Examination
    2023-04-07
Other Names
  • Tori R Freeman

View on SEC IAPD

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Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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