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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/2009 | Present |
| Bank Of America, N.A. | Plano | TX | 05/2011 | Present |
I*1752306, Entity Type:Entity For Profit, Name of OBA: Cypress Springs Investments,LLCAddress:Allen, TX 75013 Investment Related: Yes, Position, Title, Association:General Partner/Managing Member Employee Start Date:6/6/2022 No Hours:1 Yearly No Hours during trading:0 Duties:Estate Planning Vehicle
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-13 |
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