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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

DAVID REEDER THATCHER

Advisor at CYPRESS WEALTH SERVICES, LLC

PALM DESERT, CA

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Search this name across graphsid dfx:ria:059f1133-dca4-40c9-3c3f-40dcf4ae611c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: CYPRESS WEALTH SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 27, 2008
First registration: Aug 29, 2008
Dual registered: yes, broker-dealer
Other names: DAVID R THATCHER|DAVID R THATCHER
IAPD individual key: 5518858

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CYPRESS WEALTH SERVICES, LLC	Independent wealth	Jul 17, 2017	n/a	yes	PALM DESERT, CA	Current employment
INTEGRATED WEALTH MANAGEMENT, INC.	Former SEC adviser	May 5, 2014	Dec 31, 2017	no	PALM DESERT, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 7, 2014	no	INDIAN WELLS, CA\|Palm Desert, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Sep 12, 2008	Jun 1, 2009	no	PALM DESERT, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 29, 2008	Sep 15, 2008	no	INDIAN WELLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED WEALTH MANAGEMENT, INC.	CYPRESS WEALTH SERVICES, LLC	Dec 31, 2017	Jul 17, 2017	-167	Firm change after gap	Other
MORGAN STANLEY	INTEGRATED WEALTH MANAGEMENT, INC.	May 7, 2014	May 5, 2014	-2	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Sep 15, 2008	Sep 12, 2008	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106335:288992:CA:2017-12-31	Dec 31, 2017	Jul 17, 2017	PALM DESERT, CA	Firm change after gap

Relationships

Registered with (5)

→ CYPRESS WEALTH SERVICES, LLCRegistered adviserregistration: current employment
Jul 17, 2017 to presentfactForm ADV
→ INTEGRATED WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 5, 2014 to Dec 31, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 7, 2014factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Sep 12, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 29, 2008 to Sep 15, 2008factForm ADV

Dated events

No dated event names this entity yet.