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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

GREGORY Thomas FRECH

Advisor at CYPRESS WEALTH SERVICES, LLC

PALM DESERT, CA

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Search this name across graphsid dfx:ria:acc8d67b-574e-e968-cd5a-01eb596c8c26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 21, 1998 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: Oct 6, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 6, 1997
First registration: Sep 21, 1998
Dual registered: yes, broker-dealer
Other names: Greg Frech|GREGORY T FRECH
IAPD individual key: 2945802

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	Jan 18, 2019	n/a	yes	PALM DESERT, CA	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 22, 2019	no	INDIAN WELLS, CA\|INDIAN WELLS, CA\|INDIAN WELLS, CA\|Palm Desert, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jan 6, 2009	Jun 1, 2009	no	PALM DESERT, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 21, 1998	Jan 8, 2009	no	INDIAN WELLS, CA\|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
MORGAN STANLEY	CYPRESS WEALTH SERVICES, LLC	Jan 22, 2019	Jan 18, 2019	-4	Firm change	Wirehouse to RIA
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	Jan 8, 2009	Jan 6, 2009	-2	Firm change	Other

Relationships

Registered with (4)

→ CYPRESS WEALTH SERVICES, LLCRegistered adviserregistration: current employment
Jan 18, 2019 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 22, 2019factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jan 6, 2009 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 21, 1998 to Jan 8, 2009factForm ADV

Dated events

No dated event names this entity yet.