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.
Advisor moves
Arrivals at Cypress Capital, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Patrick Pessetto | Music Row Wealth Management independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Jan 3, 2025 | Jan 7, 2025 |
| Christopher Forrest Prest | Calydon Capital, LLC independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Jul 2, 2024 | Jun 27, 2024 |
| Jeffrey David Hays | Arlington Partners LLC independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Jun 1, 2021 | Dec 19, 2025 (1662 d) |
| Leigh Ann Luther | Morgan Stanley wirehouse | Cypress Capital, LLC independent RIA | Wirehouse to independent RIA | May 27, 2020 | May 27, 2020 |
| Brett Lee Luther | Morgan Stanley wirehouse | Cypress Capital, LLC independent RIA | Wirehouse to independent RIA | May 27, 2020 | May 27, 2020 |
| Keith Alan Hays | Hays Advisory, LLC independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Dec 31, 2018 | Jan 15, 2025 (2207 d) |
| Jeffrey David Hays | Hays Advisory, LLC independent RIA | Cypress Capital, LLC no RAUM | Other | Dec 31, 2018 | Jun 9, 2014 |
| Mark Tomas Dodson | Hays Advisory, LLC independent RIA | Cypress Capital, LLC independent RIA | RIA to RIA | Dec 31, 2018 | Dec 17, 2025 (2543 d) |
| Robert Owen Walker | Trustcore Financial Services, LLC other | Cypress Capital, LLC independent RIA | Other | Nov 6, 2017 | Jul 30, 2025 (2823 d) |
| Michael Preston Brooks | Morgan Stanley wirehouse | Cypress Capital, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 16, 2014 | Jun 11, 2014 |
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10 moves match.