Mark Tomas Dodson

Employer firm

Cypress Capital, LLC CRD 171266

$426M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → 01/2019
  Hays Advisory, Llc
  Brentwood, TN
• 05/2014 → Present
  Cypress Capital, Llc
  Brentwood, TN
• 03/2015 → 12/2017
  Hays Capital Management, Llc
  Brentwood, TN
• 07/2017 → Present
  Cypress Capital Advisors, Llc
  Nashville, TN

Previous Registrations

• 2004-06-17 → 2018-12-31
  Hays Advisory, Llc
  Brentwood, TN
  Franklin, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-26

Designations

• Chartered Financial Analyst