Dexter Andrew Gary

Employer firm

Blue Cypress Wealth Management, LLC CRD 304657

$14.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2017 → 01/2018
  Foresters Financial Services
  Baton Rouge, LA
• 01/2016 → 06/2017
  Brock Services At Eastman Chemical Co
  Baton Rouge, LA
• 08/2013 → 05/2017
  Louisiana State University
  Baton Rouge, LA
• 01/2018 → 06/2019
  Foresters Financial Services
  Baton Rouge, LA
• 10/2018 → 06/2019
  Foresters Advisory Services
  Baton Rouge, LA
• 06/2019 → 07/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 07/2019
  Cetera Investment Advisers Llc
  Baton Rouge, LA
• 05/2019 → Present
  Blue Cypress Wealth Management, Llc
  Baton Rouge, LA
• 07/2019 → Present
  Blue Cypress Wealth Management, Llc
  Baton Rouge, LA

Previous Registrations

• 2019-07-18 → 2020-12-31
  Blue Cypress Wealth Management, Llc
  Baton Rouge, LA
  Baton Rouge, LA
• 2019-06-19 → 2019-07-19
  Cetera Investment Advisers Llc
  Baton Rouge, LA
• 2018-11-09 → 2019-06-24
  Foresters Advisory Services, Llc
  Baton Rouge, LA

Other Businesses

Dexter Gary; Independent Insurance Agent; 7815 Wimbledon Ave Baton Rouge, LA 70810; Start Date:08/2019; Duties - research of insurance carriers, writing applications, and servicing existing insurance policies; Approx 10 hrs/month devoted to this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-25