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RIA / WealthAdvisorCertified Financial Planner22 years in industry

ROBERT OWEN WALKER

Advisor at CYPRESS CAPITAL, LLC

FRANKLIN, TN

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Search this name across graphsid dfx:ria:665b1c27-9250-b7fc-0cfd-af8071bd442b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2004 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 CAPITAL, 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: May 24, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 24, 2004
First registration: Jul 15, 2004
Dual registered: no
Other names: ROBERT WALKER
IAPD individual key: 4714842

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 CAPITAL, LLC	Independent wealth	Jul 30, 2025	n/a	yes	FRANKLIN, TN	Current employment
TRUSTCORE FINANCIAL SERVICES, LLC	Former SEC adviser	Jul 12, 2010	Nov 6, 2017	no	BRENTWOOD, TN	Previous registration
AVONDALE PARTNERS, LLC	Former SEC adviser	Jun 22, 2009	Jun 25, 2010	no	NASHVILLE, TN\|NASHVILLE, TN\|NASHVILLE, TN	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 15, 2004	Jun 17, 2009	no	ATLANTA, GA\|NASHVILLE, TN\|ATLANTA, GA\|BRENTWOOD, TN	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
TRUSTCORE FINANCIAL SERVICES, LLC	CYPRESS CAPITAL, LLC	Nov 6, 2017	Jul 30, 2025	2,823	Firm change after gap	Other
AVONDALE PARTNERS, LLC	TRUSTCORE FINANCIAL SERVICES, LLC	Jun 25, 2010	Jul 12, 2010	17	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	AVONDALE PARTNERS, LLC	Jun 17, 2009	Jun 22, 2009	5	Firm change	Other

Relationships

Registered with (4)

→ CYPRESS CAPITAL, LLCRegistered adviserregistration: current employment
Jul 30, 2025 to presentfactForm ADV
→ TRUSTCORE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 12, 2010 to Nov 6, 2017factForm ADV
→ AVONDALE PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 22, 2009 to Jun 25, 2010factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 15, 2004 to Jun 17, 2009factForm ADV

Dated events

No dated event names this entity yet.