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William Alan Gordon

Cypress Wealth Services, LLC

Burlingame, CA

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Current Employers
Cypress Wealth Services, Llc

74150 Country Club Drive, Palm Desert, CA 92260 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

Burlingame, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Perigon Wealth Management, Llc Burlingame CA 10/2019 04/2025
The Business Advantage Group Ltd. Burlingame CA 05/2015 Present
Cypress Wealth Services, Llc Palm Desert CA 04/2025 Present
Previous Registrations
Other Businesses

The Business Advantage Group Ltd.; Vice President, Business Development; San Francisco; Start Date: 05/2015; appx 20 hours a week; non-advisory

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2019-09-20

View on SEC IAPD

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