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James Eugene Longinotti

Chief Compliance Officer & Co-Chief Investment Officer, Cypress Wealth Advisors

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Search this name across graphsid dfx:pe:b8b8d4aa-bc60-45ab-8fa4-ac2a4f7e5ae3

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 18, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 3
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

James Eugene Longinotti

Venture principal · shared individual crd

Real Estate Fundsidentity

James Eugene Longinotti

Real estate principal · shared individual crd

RIA / Wealth Managementidentity

James Eugene Longinotti

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: Cypress Wealth Advisors
Title: Chief Compliance Officer & Co-Chief Investment Officer
Current roles: 1
Past roles: 0
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← Cypress Wealth AdvisorsFirmChief Compliance Officer & Co-Chief Investment Officer
Sep 1, 2011 to presentfactForm ADV

Dated events

Occurred
Sep 1, 2011
Person joined
James Eugene Longinotti joined Schedule A of Cypress Wealth Advisors as Chief Compliance Officer
Cypress Wealth Advisors Form ADVobserved 5 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:b8b8d4aa-bc60-45ab-8fa4-ac2a4f7e5ae3
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.