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William Barrows Patterson

Cypress Point Capital Management, LLC

New York, NY

Mendocino, CA

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Current Employers
Cypress Point Capital Management, Llc

Mendocino, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-25
  • CA RA
    APPROVED
    Since 2025-11-25

Branch Locations

New York, NY • United States

Mendocino, CA • 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
Risk Optimization Advisory New York NY 01/2004 Present
Cullen,Patterson Capital Mgmt, Llc Los Angeles CA 01/2013 Present
  • 01/2004 → Present
    Risk Optimization Advisory
    New York, NY
  • 01/2013 → Present
    Cullen,Patterson Capital Mgmt, Llc
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-15
  • S63 Uniform Securities Agent State Law Examination
    1999-03-15
Designations

View on SEC IAPD

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