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Advisor at CYPRESS STONE CAPITAL LLC
BRADENTON, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CYPRESS STONE CAPITAL LLC | State registered | Feb 5, 2026 | n/a | yes | BRADENTON, FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 16, 2016 | May 6, 2021 | no | SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | CYPRESS STONE CAPITAL LLC | May 6, 2021 | Feb 5, 2026 | 1,736 | Firm change after gap | Ibd to state RIA |