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74150 Country Club Drive, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-10 |
Branch Locations
74150 Country Club Drive, Palm Desert, CA 92260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tustin | CA | 10/2012 | 01/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | Present |
| Cypress Wealth Services, Llc | Palm Desert | CA | 01/2019 | Present |
1) CYPRESS WEALTH SERVICES, LLC. INVESMENT RELATED BUSINESS. LOCATED AT 17581 IRVINE BLVD. SUITE 208, TUSTIN, CA 92780. NATURE OF BUSINESS IS FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. TITLE IS SENIOR VICE PRESIDENT AND FINANCIAL ADVISOR. STARTED 01/2019. 160 HRS/MO. 6HR/DAY DURING TRADING. DUTIES ARE FEE BASED FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR CLIENTS. 2) FIXED INSURANCE. BUSINESS IS INVESTMENT RELATED. LOCATED AT 17581 IRVINE BLVD. SUITE 208, TUSTIN, CA 92780. INSURANCE. TITLE IS INDEPENDENT INSURANCE PROFESSIONAL. STARTED IN 01/2019. 5 HRS/MO. 0 DURING TRADING. DUITES ARE TO PROVIDE INSURANCE SOLUTIONS WHEN APPROPRIATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-22 |
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