Mark T. Dodson

CYPRESS CAPITAL

Franklin, TN 37064

Some features on this profile are disabled

CRD#: 3173377

Professional summary

Mark Tomas Dodson is a registered financial advisor currently at CYPRESS CAPITAL, LLC located in Franklin, Tennessee.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Tomas Dodson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 9, 2014 - Present

CYPRESS CAPITAL, LLC

Office #1: 436 Main Street Suite 205, Franklin, TN 37064

RIA

CRD#: 171266

Franklin, TN

Past

June 17, 2004 - December 31, 2018

HAYS ADVISORY, LLC

RIA

CRD#: 113713

FRANKLIN, TN

Past

April 14, 1999 - January 5, 2001

HEIDTKE & COMPANY, INC.

CRD#: 13951

NASHVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(6/9/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/13/1999

General Securities Representative Examination

Current Firm

CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

436 Main Street Suite 205, Franklin, TN 37064

Mailing Address

Phone number

(615) 467-6075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS CAPITAL, LLC ADV 2A (6/19/2025)

Regulatory assets under management

Total Number of Accounts	1,534
AUM (Assets Under Management)	$ 413,509,631

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

James Parker

MORGAN STANLEY

IAR

Franklin, TN

Steven Glasgow

GLOBAL RETIREMENT PARTNERS LLC

IAR

Nashville, TN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark T. Dodson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Tomas Dodson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL, LLC

HAYS ADVISORY, LLC

HEIDTKE & COMPANY, INC.

Primary Firm SEC Registration

CYPRESS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/1999

Series 7

Date: 4/13/1999

Current Firm

CYPRESS CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors