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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-25 |
| OR | RA | APPROVED | 2016-10-20 |
Branch Locations
590 Pearl St Ste 218, 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Medford | OR | 01/2015 | Present |
NAME OF ENTITY: SAMANTHA White NOTARY; No; 975 Oak St Suite 410; EUGENE; OR; 97401; NOTARY PUBLIC; NOTARY; 4/15/2017; 1; 1; NOTARIZE DOCUMENTS| NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 975 Oak St Suite 410; Eugene; OR; 97401; Fixed Insurance Sales; Independent Insurance Agent; 1/20/2017; 0; 0; Sale of fixed insurance products| NAME OF ENTITY: Cypress Wealth Advisers; Yes; 975 Oak St 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 | 2015-10-02 |
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