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251 Royal Palm Way Suite 500, Palm Beach, FL 33480 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-11-23 |
Branch Locations
Myakka City, FL • United States
6151 Lake Osprey Drive, Sarasota, FL 34240 • United States
251 Royal Palm Way Suite 500, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cypress Capital Group | Palm Beach | FL | 07/2016 | Present |
Tranont, 3451 North Triumph Blvd., Lehi, UT 84043; not investment related; Affiliate from 07/07/2021 to Present; Multi level marketing Health and Wellness company; have no duties. My position is to help enhance my spouse's return. I devote "0" hours to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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