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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-23 |
| OR | RA | APPROVED | 2017-06-12 |
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 |
|---|---|---|---|---|
| Bridges Wealth Management | Eugene | OR | 01/2013 | Present |
| Voya Financial Advisors | Eugene | OR | 09/2014 | Present |
NAME OF ENTITY: Independent Insurance Agent; Yes; 975 Oak Street, Suite 410; Eugene; OR; 97401; Fixed Insurance Sales; INDEPENDENT INSURANCE AGENT; 11/1/2010; 3; 3; Sale of fixed insurance products| NAME OF ENTITY: Cypress Wealth Advisers; Yes; 975 Oak St Ste 410; Eugene; OR; 97401; Financial Services/DBA; Financial Adviser; 6/1/2021; 160; 160; Sale and service of insurance, securities, and investment products.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-13 |
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