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Current Employers
Blue Cypress Wealth Management, Llc

Baton Rouge, LA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-01-19
  • LA RA
    APPROVED
    Since 2021-01-19

Branch Locations

Baton Rouge, LA • 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
Foresters Financial Services Baton Rouge LA 06/2017 01/2018
Brock Services At Eastman Chemical Co Baton Rouge LA 01/2016 06/2017
Louisiana State University Baton Rouge LA 08/2013 05/2017
Foresters Financial Services Baton Rouge LA 01/2018 06/2019
Foresters Advisory Services Baton Rouge LA 10/2018 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 07/2019
Cetera Investment Advisers Llc Baton Rouge LA 06/2019 07/2019
Blue Cypress Wealth Management, Llc Baton Rouge LA 05/2019 Present
Blue Cypress Wealth Management, Llc Baton Rouge LA 07/2019 Present
  • 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
    Baton Rouge, LA
  • 05/2019 → Present
    Baton Rouge, LA
  • 07/2019 → Present
    Baton Rouge, LA
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-25
  • S65 Uniform Investment Adviser Law Examination
    2018-10-25

View on SEC IAPD

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