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Advisor at DT INVESTMENTS I LLC
LAKEWOOD RANCH, FL | San Francisco, CA
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 |
|---|---|---|---|---|---|---|
| DT INVESTMENTS I LLC | State registered | Sep 30, 2025 | n/a | yes | San Francisco, CA|LAKEWOOD RANCH, FL | Current employment |
| CYPRESS WEALTH ADVISORS | Former SEC adviser | Dec 13, 2017 | Feb 28, 2019 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CYPRESS WEALTH ADVISORS | DT INVESTMENTS I LLC | Feb 28, 2019 | Sep 30, 2025 | 2,406 | Firm change after gap | RIA to state RIA |