David Reeder Thatcher

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
• 2008-09-12 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Desert, CA
• 2008-08-29 → 2008-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  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/MTH DURING MARKET HOURS. 2. JULY 2017; SECOND GROWTH FINANCIAL, BERMUDA DUNES, CA; PERSONAL HOLDING COMPANY FOR INTERESTS IN CYPRESS WEALTH SERVICES, LLC. ; PRESIDENT; DEVOTES 1 HR/MONTH DURING NON MARKET HOURS. 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 INTERESTS IN THE BUILDING CYPRESS WEALTH SERVICES, LLC OCCUPIES; PARTNER; DEVOTES 1 HR/MONTH DURING NON MARKET HOURS. 5. June 2023; LEMONICA, LLC, BERMUDA DUNES, CA; NON INVESTMENT RELATED; 43228 Moore CI. Bermuda Dunes, CA 92203; Nature- AGRICULTURE; Position/Title- MEMBER; Start date- 03.01.2019; 8 hours per month, 0 of those hours during normal trading hours; Description- PROCURING/MANAGING SUPPLIER AND/OR CUSTOMER CONTRACTS; 6. AUG 2020; MONGOOSE CITRUS, LLC, BERMUDA DUNES, CA; NON INVESTMENT RELATED; PASS THOUGH ENTITY FOR OWNERSHIP OF SHARES OF LEMONICA; OWNER/PRESIDENT; DEVOTE 1 HR/MONTH DURING NON MARKET HOURS. 7. MAR 2021; FLYING DRAGON, LLC, HIGHLAND, UT; NON INVESTMENT RELATED; PASS THROUGH ENTITY FOR INVESTMENT AND OWNERSHIP OF SHARES OF LEMONICA; INVESTOR THROUGH MONGOOSE CITRUS, LLC FOR SHARES OF LEMONICA; DEVOTES 1 HR/MONTH DURING NON MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-27

Designations

Other Names

• David R Thatcher
• David R Thatcher