Edward A. Johnson

CYPRESS POINT CAPITAL

Tulsa, OK

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CRD#: 5811458

Professional summary

Edward Andrew Johnson ESQ., who also goes by Edward Andrew Johnson, is a registered financial advisor currently at CYPRESS POINT CAPITAL, LLC located in Tulsa, Oklahoma.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Edward has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Andrew Johnson

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.

FIRM NAME: JOHNSON & JONES P.C.//NON-INVESTMENT RELATED//15 W. 6TH ST., TULSA, OK//LAW FIRM//PARTNER//PRIMARY BUSINESS 95%// ADDRESS: 2200 BANK OF AMERICA CENTER 15 WEST SIXTH STREET TULSA, OKLAHOMA 74119 TITLE: ATTORNEY AND MEMBER START DATE: 09/01/1995 NUMBER OF HOURS DEVOTED TO THIS BUSINESS: 1600 / MONTH, INCLUDING DURING SECURITIES TRADING HOURS DUTIES: ATTORNEY PROVIDING TAX AND CORPORATE LEGAL SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Andrew Johnson ESQ.'s 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

December 16, 2010 - Present

CYPRESS POINT CAPITAL, LLC

RIA

CRD#: 152882

Tulsa, OK

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

Oklahoma
(12/16/2010)

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

IAR

Series 65

Date: 4/26/2010

Uniform Investment Adviser Law Examination

Current Firm

CYPRESS POINT CAPITAL, LLC

CRD#: 152882 / SEC#:

Oklahoma

Registered Investment Advisory firm - (12/16/2010 Approved)

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Contact information

Main Address

Tulsa, OK

Mailing Address

Phone number

(918) 381-1826

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Edward A. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Andrew Johnson ESQ.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS POINT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2010

Current Firm

CYPRESS POINT CAPITAL, LLC

Contact information

Documents

Red Flags

Company Information

CYPRESS POINT CAPITAL, LLC

TRUST BUT VERIFY

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