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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-08 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
975 Oak St Suite 410, Eugene, OR 97401 • 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 |
|---|---|---|---|---|
| Bridges Wealth Management | Eugene | OR | 01/2013 | 05/2021 |
| Voya Financial Advisors | Eugene | OR | 09/2014 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 975 Oak Street Suite 4100; Eugene; OR; 97401; Fixed insurance sales; INDEPENDENT INSURANCE AGENT; 10/16/2006; 5; 5; sale of fixed insurance products|NAME OF ENTITY:Cypress Wealth Advisers; Yes; 975 Oak Street, Suite 410; Eugene; OR; 97401; Financial Services / DBA; Financial Adviser; 6/1/2021; 160; 160; Sale and Service of insurance, securities, and investment products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-09 |
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