Stephen Ross Biesinger

Current Employers

Employment History

• 04/2014 → 03/2021
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 04/2014 → 07/2017
  Integrated Wealth Management, Inc.
  Palm Desert, CA
• 06/2017 → Present
  Cypress Wealth Services, Llc
  Palm Desert, CA
• 03/2021 → Present
  M.S. Howells & Co
  Scottsdale, AZ

Previous Registrations

• 2014-05-05 → 2017-12-31
  Integrated Wealth Management, Inc.
  Palm Desert, CA
• 2009-06-01 → 2014-05-07
  Morgan Stanley
  Indian Wells, CA
  Palm Desert, CA
• 2008-09-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Desert, CA
• 2004-05-28 → 2008-09-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA
  Indian Wells, CA

Other Businesses

1. JULY 2017; CYPRESS WEALTH SERVICES, LLC, PALM DESERT, CA; INVESTMENT RELATED; FINANCIAL PLANNING AND ASSET MANAGEMENT; PARTNER; DEVOTES 160 HRS/MONTH DURING MARKET HOURS. 2. JULY 2017; CYPRESS GROUP WEALTH ADVISORS, PALM DESERT, CA; NON INVESTMENT RELATED; PERSONAL HOLDING COMPANY FOR INTERESTS IN CYPRESS WEALTH SERVICES, LLC; PRESIDENT; DEVOTES 0 HRS/MONTH. 3. JULY 2017; INDEPENDENT INSURANCE PROFESSIONAL, PALM DESERT, CA; NON INVESTMENT RELATED; SALES OF INSURANCE; DEVOTES 5 HRS/MONTH DURING NON MARKET HOURS. 4. JULY 2017; ROKUNIN, LLC, BERMUDA DUNES, CA; NON INVESTMENT REALTED; HOLDING COMPANY FOR INTEREST IN THE BUILDING CYPRESS WEALTH SERVICES, LLC OCCUPIES; PARTNER; DEVOTES 1 HR/MONTH DURING MARKET HOURS. 5. JAN 2020; LILLIE EATS AND TELLS, CARLSBAD, CA; NON INVESTMENT RELATED; SOCIAL MEDIAL INFLUENCER; HUSBAND OF BUSINESS OWNER; BOOKKEEPING AND BILL PAYMENT; DEVOTES 5 HRS/MONTH DURING NON MARKET HOURS. 6. JUNE 2014; PATHFINDER RANCH, MOUNTAIN CENTER, CA; NON INVESTMENT RELATED; CHARITABLE; BOARD MEMBER; COORDINATES MEETINGS OF FINANCE COMMITTEE MEMBERS; DEVOTES 2 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-19

Other Names

• Stephen Biesinger