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Reading the graph
Advisor at CYPRESS CAPITAL
TALLAHASSEE, 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 CAPITAL | Independent wealth | Jun 2, 2025 | n/a | yes | TALLAHASSEE, FL | Current employment |
| INDEPENDENT ADVISOR ALLIANCE, LLC | Independent wealth | Sep 17, 2024 | May 23, 2025 | no | Tallahassee, FL|Tallahassee, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE, LLC | CYPRESS CAPITAL | May 23, 2025 | Jun 2, 2025 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 168267:335347:FL:2025-05-23 | May 23, 2025 | Jun 2, 2025 | TALLAHASSEE, FL | Firm change |