DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Penny Elizabeth Salamida

Cypress Wealth Services, LLCindependent RIAPalm Desert, Cadual registrantIAPD 2475366

Feed of 09/14/2026

Also filed as Penny E Salamida

At current firm

9 y

since Jul 18, 2017

In the industry

28 y

since Jun 6, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedcypressws.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Cypress Wealth Services, LLC independent RIA current
since Jul 18, 2017 · Palm Desert, Ca
Morgan Stanley wirehouse
Jun 1, 2009 to Oct 2, 2013 · Indian Wells, Ca
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jun 1, 2009 · Palm Desert, Ca
Morgan Stanley Dw Inc. unclassified
Sep 13, 2005 to Apr 2, 2007 · Palm Desert, Ca
Td Ameritrade, Inc. former
Apr 28, 2003 to Jul 13, 2005 · Indian Wells, Ca

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Cypress Wealth Services, LLC
left Oct 2, 2013, registered Jul 18, 2017 (1385 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Morgan Stanley Dw Inc.
left Jul 13, 2005, registered Sep 13, 2005 (62 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address