Casandra Bee Roberts

Sedro Woolley, WA

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Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-02-14
WA	RA	APPROVED	2018-01-05

TX RA
APPROVED_RES

Since 2024-02-14
WA RA
APPROVED

Since 2018-01-05

Branch Locations

913 Metcalf Street, Sedro Woolley, WA 98284 • 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	10/2017	Present
Skagit Powersports	Burlington	WA	02/2001	10/2017

10/2017 → Present

Edward Jones

St Louis, MO
02/2001 → 10/2017

Skagit Powersports

Burlington, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-04

S66 Uniform Combined State Law Examination

2018-01-04

Other Names

Casandra Bee Lee
Casandra Bee Jackson

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KEY INVESTMENT SERVICES LLC

D.A. DAVIDSON & CO.

OSAIC WEALTH, INC.

ROBERT W. BAIRD & CO. INCORPORATED

THE RETIREMENT SOLUTION LLC

Other Investors

Nicholas William VanJaarsveld

Ana Lorena Saval Mendez

Isaac Colm Williams

Kerianne Rayment

MICHAEL STEPHEN JONES

Other Offices

EDWARD JONES · SEDRO WOOLLEY, WA

STATE FARM INVESTMENT MANAGEMENT CORP. · Sedro Woolley, WA

EDWARD JONES · SEDRO WOOLLEY, WA

CETERA INVESTMENT ADVISERS LLC · BURLINGTON, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, WA

EDWARD JONES · BURLINGTON, WA

STATE FARM INVESTMENT MANAGEMENT CORP. · Burlington, WA

KEY INVESTMENT SERVICES LLC · Burlington, WA

More in Sedro Woolley, WA

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