Cassandra Martin Conte is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with TAYLOR FINANCIAL GROUP, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TAYLOR FINANCIAL GROUP, INC. | 2026-01-29 | present | Yes |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2024-09-23 | 2026-01-09 | — |
| CAPITOL FAMILY OFFICE, INC. | 2022-10-17 | 2024-05-07 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2017-07-19 | 2022-09-28 | — |