David Reeder Thatcher
Partner & Senior Financial AdvisorCypress Wealth Services, LLCCRD 5518858
About David Reeder Thatcher
David Reeder Thatcher is listed as Partner & Senior Financial Advisor at Cypress Wealth Services, LLC in Palm Desert, CA. Form ADV reports a beneficial ownership band of Under 5%. David Reeder Thatcher is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Cypress Wealth Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Reeder Thatcher work?
David Reeder Thatcher is listed as Partner & Senior Financial Advisor at Cypress Wealth Services, LLC on SEC Form ADV.
How much of Cypress Wealth Services, LLC does David Reeder Thatcher own?
Form ADV reports a beneficial ownership band of Under 5%.
Cypress Wealth Services, LLC
| Title | Partner & Senior Financial Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Cypress Wealth Services, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2014 |