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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Cafe Yumm | Eugene | OR | 08/2020 | Present |
| University Of Oregon | Eugene | OR | 02/2022 | 07/2024 |
| Lane Community College | Eugene | OR | 09/2016 | 02/2022 |
| Student | Springfield | OR | 09/2014 | 09/2016 |
| Voya Financial Advisors | Windsor | CT | 05/2025 | Present |
| Cypress Wealth Advisers | Eugene | OR | 04/2026 | Present |
CYPRESS WEALTH ADVISERS POSITION: Associate NATURE: Financial Services / DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/30/2026 ADDRESS: 975 Oak Street, Suite 410, Eugene OR 97401, United States DESCRIPTION: Sale and service of insurance, securities, and investment products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
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