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Current Employers
Cypress Capital

1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-04
TX RA APPROVED 2025-05-23
  • FL RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308 • 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
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
  • 08/2014 → 08/2017
    Florida State University
    Tallahassee, FL
  • 04/2016 → 10/2016
    Barnes Capital Group
    Tallahassee, FL
  • 10/2016 → 12/2017
    Lpl Financial, Llc
    Tallahassee, FL
  • 09/2017 → 12/2017
    Independent Financial Partners
    Tallahassee, FL
  • 12/2017 → 08/2019
    Morgan Stanley Smith Barney Llc
    Tallahassee, FL
  • 08/2019 → 04/2021
    Stifel Nicolaus & Co Inc
    Talahassee, FL
  • 04/2021 → Present
    Lpl Financial Llc
    Tallahassee, FL
  • 04/2021 → 05/2025
    Independent Advisor Alliance
    Tallahassee, FL
  • 05/2025 → Present
    Cycap Partners, Llc Dba Cypress Capital
    Tallahassee, FL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-09
  • S66 Uniform Combined State Law Examination
    2018-02-09
Designations
Other Names
  • Erin Marie Lofy
  • Erin Lofy

View on SEC IAPD

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