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Cylynn Kauilani Sheffield

Thepartners Wealth Management

Carmel By The Sea, CA

Bellingham, WA

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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-03
  • WA RA
    APPROVED
    Since 2025-11-03

Branch Locations

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Bellingham, WA • 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
Tw Smith Planning And Investments Saint Johns AZ 06/2022 Present
Thepartners Wealth Management Carmel By The Sea CA 08/2025 Present
Electrical Connections, Inc. Rock Springs WY 04/2014 05/2018
Copytalk Business Services Gainesville FL 11/2022 02/2023
Unemployed Gainesville FL 05/2018 11/2022
  • 06/2022 → Present
    Tw Smith Planning And Investments
    Saint Johns, AZ
  • 08/2025 → Present
    Thepartners Wealth Management
    Carmel By The Sea, CA
  • 04/2014 → 05/2018
    Electrical Connections, Inc.
    Rock Springs, WY
  • 11/2022 → 02/2023
    Copytalk Business Services
    Gainesville, FL
  • 05/2018 → 11/2022
    Unemployed
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-01
  • S65 Uniform Investment Adviser Law Examination
    2025-11-01

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