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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED_RES | 2023-05-04 |
| OR | RA | APPROVED | 2011-01-03 |
Branch Locations
975 Oak St Suite 410, 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Eugene | OR | 09/2014 | Present |
NAME OF ENTITY:ELLE BROOKS-NOTARY; No; 975 Oak St., Suite 410; EUGENE; OR; 97401; NOTARY; NOTARY; 8/10/2013; 10; 5; NOTARIZE FORMS FOR CLIENTS|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 975 Oak St., Suite 410; EUGENE; OR; 97401; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2011; 5; 5; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Deerhorn LLC; No; PO box 580; Walterville; OR; 97489; MANAGE BUSINESS EXPENSES ONLY; owner; 5/6/2019; 1; 1; PAY BUSINESS EXPENSES ONLY.|NAME OF ENTITY:Cypress Wealth Advisers; Yes; 975 Oak St, 410; Eugene; OR; 97401; Financial services/DBA; Financial Adviser; 6/1/2021; 160; 160; sales service of investment products, insurance and securities|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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