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.

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

Aug 22, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 22, 2006

First registration

Jan 1, 2017

Dual registered

no

Other names

CAREY S MCCRADY

IAPD individual key

5192241

• Occurred

  Apr 19, 2023
  Advisor changed firm

  Carey Sylvan Mccrady left Watts Gwilliam & Company, Llc for Cypress Wealth Services, Llc (registered 2023-05-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3e98b13-5f9b-b2de-d7d3-8eb6f229d36c

First observed

Jan 1, 2017

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.