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RIA / WealthAdvisorCertified Financial Planner22 years in industry

BRANDON DARELL RATZLAFF

Advisor at CYPRESS POINT WEALTH MANAGEMENT, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:469991bc-0ede-cb33-ba7c-e76ab137e143

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 2
Observed: Aug 3, 2004 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Brandon Darell Ratzlaff

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

Venture Capitalidentity

Brandon Darell Ratzlaff

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 firm: CYPRESS POINT WEALTH MANAGEMENT, 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 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 2, 2004
First registration: Aug 3, 2004
Dual registered: no
IAPD individual key: 4636704

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 POINT WEALTH MANAGEMENT, LLC	Independent wealth	Mar 22, 2016	n/a	yes	DALLAS, TX	Current employment
CARTER ADVISORY SERVICES, INC	State registered	Mar 12, 2010	Dec 2, 2016	no	n/a	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Feb 16, 2016	no	DALLAS, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jun 6, 2006	Jan 2, 2009	no	DALLAS, TX	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Sep 7, 2005	May 10, 2006	no	FT. WORTH, TX\|FT. WORTH, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 3, 2004	Sep 1, 2005	no	FORT WORTH, TX	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
CARTER ADVISORY SERVICES, INC	CYPRESS POINT WEALTH MANAGEMENT, LLC	Dec 2, 2016	Mar 22, 2016	-255	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CARTER ADVISORY SERVICES, INC	Feb 16, 2016	Mar 12, 2010	-2,167	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES FINANCIAL SERVICES, INC.	May 10, 2006	Jun 6, 2006	27	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN KEEGAN & COMPANY, LLC	Sep 1, 2005	Sep 7, 2005	6	Firm change	Other

Relationships

Registered with (6)

→ CYPRESS POINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 22, 2016 to presentfactForm ADV
→ CARTER ADVISORY SERVICES, INCRegistered adviserregistration: previous registration
Mar 12, 2010 to Dec 2, 2016factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Feb 16, 2016factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 6, 2006 to Jan 2, 2009factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Sep 7, 2005 to May 10, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 3, 2004 to Sep 1, 2005factForm ADV

Dated events

No dated event names this entity yet.