Cassandra Lipp

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-10-17

VA RA
APPROVED

Since 2025-10-17

Branch Locations

5300 Merchants View Sq Ste 100, Haymarket, VA 20169 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	04/2025	Present
Wells Fargo Bank	Warrenton	VA	06/2013	03/2025

04/2025 → Present

Edward Jones

St. Louis, MO
06/2013 → 03/2025

Wells Fargo Bank

Warrenton, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-15

S66 Uniform Combined State Law Examination

2025-10-15

Other Names

Cassie Lipp

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

ALLSTATE FINANCIAL ADVISORS, LLC

Other Investors

ROBERT MARTIN GARRIGAN

Mark Benjamin Miller

Bryan Mitchell Rodia

Timothy Jordan Bartz

Corinne E Newberry

Cillian Tyrrell

Joseph Tyson Thorpe McClenny

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Haymarket, VA

EDWARD JONES · HAYMARKET, VA

J.P. MORGAN SECURITIES LLC · Haymarket, VA

TRUIST ADVISORY SERVICES, INC. · HAYMARKET, VA

EDWARD JONES · GAINESVILLE, VA

WELLS FARGO CLEARING SERVICES, LLC · GAINESVILLE, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GAINESVILLE, VA

LPL FINANCIAL LLC · GAINSVILLE, VA

More in Haymarket, VA

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