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Current Employers
Emergent Financial Services, Llc.

310 Old Ivy Way Ste 302 Suite 302, Charlottesville, VA 22903 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-02-16
  • VA RA
    APPROVED
    Since 2018-02-16

Branch Locations

310 Old Ivy Way Ste 302 Suite 302, Charlottesville, VA 22903 • 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
Cutler Investment Counsel Charlottesville VA 10/2012 Present
  • 10/2012 → Present
    Cutler Investment Counsel
    Charlottesville, VA
Previous Registrations
  • 2013-01-25 → 2018-01-18
    Charlottesville, VA
  • 1996-10-01 → 2012-12-31
    Cypress Asset Management
    Carmel, CA
Other Businesses

PRESIDENT CYPRESS ASSET MANAGEMENT 9/1/1995 TO THE PRESENT THE BUSINESS ONLY ENGAGES IN CONSULTANT WORK AND IS IN PROCESS OF BEING ACQUIRED. NUMBER OF HOURS PER MONTH IS NOW AT 0 HOURS PER MONTH. DUTIES AT THIS POINT ARE ONLY BASIC BOOKKEEPING (ALREADY COMPLETED) AND FINALIZING SALE (DONE BY LAWYER).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-08
S63 Uniform Securities Agent State Law Examination 1993-02-26
  • S65 Uniform Investment Adviser Law Examination
    1995-02-08
  • S63 Uniform Securities Agent State Law Examination
    1993-02-26

View on SEC IAPD

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