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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-12 |
| TX | RA | APPROVED_RES | 2021-05-24 |
| OR | RA | APPROVED | 2014-02-18 |
Branch Locations
698 12Th St Se Suite 240, Salem, OR 97301 • United States
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Salem | OR | 09/2014 | Present |
| Voya Financial Advisors | Salem | OR | 09/2014 | Present |
NAME OF ENTITY:OREGON SAVINGS GROWTH PLAN/ING US AS RECORD KEEPER; Yes; 800 SUMMER ST STE 200; SALEM; OR; 97501; SPONSOR PLAN BUSINESS; EDUCATION REPRESENTATIVE; 4/1/2014; 64; 30; MEET WITH PARTICIPANTS OF THE PLAN AND ANSWER QUESTIONS/EXPLAIN THE PLAN/EDUCATION ONLY NO ADVICE| NAME OF ENTITY: Independent Insurance Agent; Yes; 698 SE 12th ST SE STE 240; SALEM; OR; 97301; fixed insurance sales; Independent Insurance Agent; 2/1/2015; 15; 10; sales of fixed insurance products|NAME OF ENTITY:Cypress Wealth Advisers; Yes; 698 12th ST SE STE 240; Salem; OR; 97301; financial services / DBA; Financial Adviser; 6/1/2021; 160; 160; sale and service of insurance, securities and investment products| NOTARY POSITION: Notary stamp holder NATURE: Occasionally I will have clients that need a document notarized. These documents have nothing to do with any business I'm involved in or will profit from. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 698 12th ST SE, SALEM OR 97301, United States DESCRIPTION: Reviewing documents and stamping the notary stamp on the document.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-28 |
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