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1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2025-05-23 |
Branch Locations
1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 08/2014 | 08/2017 |
| Barnes Capital Group | Tallahassee | FL | 04/2016 | 10/2016 |
| Lpl Financial, Llc | Tallahassee | FL | 10/2016 | 12/2017 |
| Independent Financial Partners | Tallahassee | FL | 09/2017 | 12/2017 |
| Morgan Stanley Smith Barney Llc | Tallahassee | FL | 12/2017 | 08/2019 |
| Stifel Nicolaus & Co Inc | Talahassee | FL | 08/2019 | 04/2021 |
| Lpl Financial Llc | Tallahassee | FL | 04/2021 | Present |
| Independent Advisor Alliance | Tallahassee | FL | 04/2021 | 05/2025 |
| Cycap Partners, Llc Dba Cypress Capital | Tallahassee | FL | 05/2025 | Present |
1- 4/2021- Notary Public- Inv. Related- Tallahassee FL - start date 8/2019- 1 hr/mth 2- 4/2021- Cypress Capital- DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) - 100% 3- 05/27/2025 - CYCAP Partners, LLC DBA Cypress Capital - Investment Related - Registered Investment Advisor Hybrid -At Reported Business Location(s) - Start Date:05/23/2025 - 800 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Cypress Capital, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 800 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 02/04/2026 - Florida State University - Teacher Paid by School or University - Not Investment Related - Tallahassee, FL - Start Date 03/01/2026 - 10 hours per month/ 8 hours during trading 5- 04/30/2026 - Notary - Investment Related - At Reported Business Location(s) - Start Date 09/05/2023 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
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